Jessica L. Wilf

CRESAP

Radnor, PA 19087

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CRD#: 2990856

Professional summary

Jessica L Wilf, who also goes by Jessica Lauren Rudnick, is a registered financial professional currently at CRESAP, INC. located in Radnor, Pennsylvania.

Jessica is registered as a RR (Registered Representative) and started their career in finance in 2004. Jessica has worked at 6 firms and has passed the Series 63, Series 7TO, SIE, Series 99 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jessica Lauren Rudnick

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jessica L Wilf's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 19, 2017 - Present

CRESAP, INC.

Office #1: 259 N Radnor Chester Rd Ste 140, Radnor, PA 19087

RIA

CRD#: 25899

Radnor, PA

Past

August 24, 2011 - May 17, 2012

GILFORD SECURITIES INCORPORATED

CRD#: 8076

BALA CYNWYD, PA

Past

October 23, 2009 - August 9, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PHILADELPHIA, PA

Past

November 21, 2008 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

PHILADELPHIA, PA

Past

February 21, 2008 - November 25, 2008

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PHILADELPHIA, PA

Past

January 26, 2004 - July 14, 2006

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CRESAP, INC.

CRD#: 25899 / SEC#: 801-79750, 8-42117

RIA

Registered Investment Advisory firm - SEC (6/9/2014 Approved)

Pennsylvania

Registered Investment Advisory firm - SEC (9/15/2014 Terminated)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/26/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/26/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 99

Date: 8/19/2017

Operations Professional Examination

General Industry/Product Exam

Series 7

Date: 1/24/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CRESAP, INC.

CRD#: 25899 / SEC#: 801-79750, 8-42117

RIA

Registered Investment Advisory firm - SEC (6/9/2014 Approved)

Pennsylvania

Registered Investment Advisory firm - SEC (9/15/2014 Terminated)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

259 N. Radnor-chester Rd. Ste. 140 Ste 140, Radnor, PA 19087

Mailing Address

259 N. Radnor-chester Rd. Ste. 140, Radnor, PA 19087

Phone number

(610) 341-1320

Established

Pennsylvania since 12/07/1989

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (1 States and Territories)

FINRA licenses (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

CRESAP INC. ADV BROCHURE 2025 (3/26/2025)

Direct owners and executive officers

Name	Position	CRD#
CRESAP, MARK WINFIELD III	PRESIDENT/CHIEF COMPLIANCE OFFICER	828898

Regulatory assets under management

Total Number of Accounts	595
AUM (Assets Under Management)	$ 339,016,488

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jessica L. Wilf

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jessica L Wilf's CRS (Customer Relationship Summary).

Certified licenses

Experience

GILFORD SECURITIES INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

CRESAP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/26/2021

Series 7TO

Date: 9/26/2020

SIE

Date: 10/1/2018

Series 99

Date: 8/19/2017

Series 7

Date: 1/24/2004

FINRA

Current Firm

CRESAP, INC.

Contact information

SEC notice filing (1 States and Territories)

FINRA licenses (44 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

CRESAP, INC.

TRUST BUT VERIFY

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