Jessi
Mills
United Brokerage Services, Inc
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About this Advisor
Jessi Mills is a financial advisor who works out of Charleston, West Virginia, with a total of 3 years of relevant experience. Mills is currently employed by United Brokerage Services, Inc. During their career, the advisor has held roles at United Bank, Jp Morgan Chase Bank Na, United Brokerage Services Inc, Jpmorgan Securities LLC, Visalus Inc and United Brokerage Services, Inc. Mills maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in West Virginia. United Brokerage Services, Inc is an advisory company that has its headquarters in Parkersburg, WV. The investment advisory business has offices in 79 locations and a total of 100 financial advisors. It oversees $229 million in total assets across its 953 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. United Brokerage Services, Inc has a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules typically are based on which services are offered. However, fee types billed by United Brokerage Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Brokerage Services, Inc Brokerage Details
$229,449,080
100
953
$240,765
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jessi Mills Work History
Jessi has been registered as a financial advisor for 3 years.*
United Bank
United Brokerage Services, Inc
Jpmorgan Securities LLC
Visalus Inc
Jp Morgan Chase Bank Na
United Brokerage Services Inc
United Bank
*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 Jessi Mills 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 United Brokerage Services Inc
Dunbar, WV
Wheeling, WV
Inwood, WV
Mc Lean, VA
Uniontown, PA
Clover, SC
Mc Lean, VA
Greer, SC
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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