Jessica
Vester
Curi Capital
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About this Advisor
Jessica Vester is a certified financial planner working out of Raleigh, North Carolina, with a total of 2 years of industry experience. Vester works at Curi Capital. Over the course of their career, Vester has held roles at Northwestern Mutual Investment Services, LLC, Andrew K. Rose, Robert A. Sink, Northwestern Mutual Wealth Management Company, First Citizens Investor Services, First Citizens Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, First National Bank Of Pa, Curi Capital and Lion Street Financial. Vester maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina. Curi Capital is a company that has its headquarters in Raleigh, NC. The company has offices in five locations and a total of 23 advisors. It oversees $1 billion in assets under management across its 1,746 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves four charitable organizations. Of its 1,746 customer accounts, 37% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually are based on which services the firm provides the client. Fees charged by Curi Capital may include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Curi Capital Brokerage Details
$1,403,785,530
23
1,746
$804,001
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jessica Vester Work History
Jessica has been registered as a financial advisor for 2 years.*
Lion Street Financial
Curi Capital
Cetera Investment Advisers LLC
Cetera Investment Services LLC
First National Bank Of Pa
First Citizens Investor Services
First Citizens Bank
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Investment Services, LLC
Andrew K. Rose
Robert A. Sink
*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 Vester 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 Curi Capital
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
Lawrenceville, GA
Raleigh, NC
Raleigh, NC
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.