Jessica
Weiss
Arete Wealth Advisors, LLC
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About this Advisor
Jessica Weiss is a financial advisor operating out of New York, New York. Weiss works at Arete Wealth Advisors, LLC. The advisor has gained experience at Full-Time Education: Primary And Secondary, San Francisco Recreation And Parks, Full-Time Education: University, Marion'S Inn Llp, Hsbc, Willamette University, Salvation Army, Hsbc Securities (Usa) Inc and Arete Wealth Advisors, LLC. Weiss has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Alabama, Alaska, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Arete Wealth Advisors, LLC is a registered investment company based in Chicago, IL. The company has offices in 26 locations and a total of 151 financial advisors. It oversees $2 billion in total assets across its 5,102 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 5,102 accounts, 72% belong to high-net-worth investors who have at least $1 million in investable assets. Arete Wealth Advisors, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types billed by Arete Wealth Advisors, LLC likely consist of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arete Wealth Advisors, LLC Brokerage Details
$2,116,498,344
151
5,102
$414,837
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Jessica Weiss Work History
Jessica has been registered as a financial advisor for 0 years.*
Arete Wealth Advisors, LLC
Hsbc Securities (Usa) Inc
Salvation Army
Hsbc
Willamette University
Marion'S Inn Llp
Full-Time Education: University
San Francisco Recreation And Parks
Full-Time Education: Primary And Secondary
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jessica Weiss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Arete Wealth Advisors, LLC
New York, NY
Park Ridge, IL
New York, NY
New York, NY
Nashville, TN
Chicago, IL
Colleyville, TX
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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