Jessica
Alpers
Wealthshield Partners, LLC
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About this Advisor
Jessica Alpers is a financial advisor based in Cary, North Carolina, working with Wealthshield Partners, LLC. Jessica has previously held positions at California State Polytechnic University, University Of Nevada, Reno, Charlotte Russe, Ulta, Goldman Sachs Personal Financial Management, The Atlantic Group, LLC, and Wealthshield Partners, LLC. Jessica has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Jessica is part of Wealthshield Partners, LLC, which operates out of Cary, North Carolina. The firm has 5 offices and 22 employees. The firm manages assets totaling $917.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Wealthshield Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthshield Partners, LLC Brokerage Details
$917,891,719
22
3,214
$285,592
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
- Educational seminars/workshops
Jessica Alpers Work History
Wealthshield Partners, LLC
The Atlantic Group, LLC
Goldman Sachs Personal Financial Management
Ulta
University Of Nevada, Reno
Charlotte Russe
California State Polytechnic University
Disclosures
Please visit the SEC profile of Jessica Alpers 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 Wealthshield Partners, LLC
Greenville, SC
Cary, NC
Raleigh, NC
Cary, NC
Cary, NC
Cary, NC
Cary, NC
Raleigh, NC
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