Jessica
Gibbs
Monument Wealth Management
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About this Advisor
Jessica Gibbs is a certified financial planner working out of Alexandria, Virginia who has 5 years of relevant experience. Gibbs is on the advisory team at Monument Wealth Management. During their career, Gibbs has held roles at Monument Wealth Management and The Brookings Institution. Gibbs can advise clients in Texas and Virginia. Monument Wealth Management is an advisory business that has its headquarters in Alexandria, VA. It has offices in four locations and a total of 10 employees. It handles $400 million in assets under management among its 837 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 837 customer accounts, 55% are held by high-net-worth investors who have at least $1 million in assets. Monument Wealth Management has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types charged by Monument Wealth Management can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Monument Wealth Management Brokerage Details
$399,813,665
10
837
$477,675
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jessica Gibbs Work History
Jessica has been registered as a financial advisor for 5 years.*
Monument Wealth Management
The Brookings Institution
*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 Gibbs 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 Monument Wealth Management
Alexandria, VA
Alexandria, VA
Alexandria, VA
Alexandria, VA
Alexandria, VA
Alexandria, VA
Alexandria, VA
Alexandria, VA
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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.
