Jessica
Carnes
Worth Advisors
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About this Advisor
Jessica Carnes is a financial advisor based in Charlotte, North Carolina, working with Worth Advisors. Jessica has previously held positions at Lpl Financial LLC, Allegiance Wealth Advisors, Princor Financial Services Corporation, Principal Life Insurance Company, and Worth Financial Advisory Group, LLC. Jessica has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Jessica is part of Worth Advisors, which operates out of Charlotte, North Carolina. The firm has 1 office and 15 employees. The firm manages assets totaling $179.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Worth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Worth Advisors Brokerage Details
$179,335,290
15
1,210
$148,211
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jessica Carnes Work History
Worth Financial Advisory Group, LLC
Princor Financial Services Corporation
Principal Life Insurance Company
Lpl Financial LLC
Allegiance Wealth Advisors
Disclosures
Please visit the SEC profile of Jessica Carnes 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 Worth Advisors
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
The content in this profile was updated by SmartAsset on 6/19/2024. 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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