AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JD

Jessica S. Dellinger

Some features on this profile are disabled
CRD#: 3218071
JD

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jessica Suzanne Dellinger, who also goes by Jessica Suzanne Young, was a registered financial professional .

Jessica is a previously registered financial professional and started their career in finance in 1999. Jessica had worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jessica Suzanne Young

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

April 20, 2015 - December 31, 2017

GFO ADVISORY SERVICES, LLC

RIA
CRD#: 109278
JUPITER, FL
Past

July 28, 2010 - February 5, 2015

GFO ADVISORY SERVICES, LLC

RIA
CRD#: 109278
JUPITER, FL
Past

January 23, 2008 - June 9, 2010

THE PLANNING GROUP

RIA
CRD#: 113887
SCOTTSDALE, AZ
Past

October 25, 2007 - June 9, 2010

MERIDIAN UNITED CAPITAL, LLC

BD
CRD#: 122924
SCOTTSDALE, AZ
Past

June 5, 2007 - July 5, 2007

COUNTRY TRUST BANK

RIA
CRD#: 109487
SCOTTSDALE, AZ
Past

August 30, 2006 - July 5, 2007

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
SCOTTSDALE, AZ
Past

October 6, 1999 - August 16, 2006

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
SCOTTSDALE, AZ

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".
GA
GFO ADVISORY SERVICES, LLC
ASSET MANAGEMENT ADVISORS - EAGLE, L.L.C. | GFO ADVISORY SERVICES, LLC | GENSPRING FAMILY OFFICES, LLC | ASSET MANAGEMENT ADVISORS, CHARLOTTE, L.L.C. | ASSET MANAGEMENT ADVISORS LLC | ASSET MANAGEMENT ADVISORS GWR, LLC | ASSET MANAGEMENT ADVISORS ATLANTA, LLC

CRD#: 109278 / SEC#: 801-56752

RIA
Registered Investment Advisory firm - (8/5/1999 Approved)

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.

Exams

State Security Law Exam
IAR
Series 65
Date: 6/4/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/11/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/15/2007
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/5/1999
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/28/2007
General Securities Principal Examination

Current Firm

GA
GFO ADVISORY SERVICES, LLC
ASSET MANAGEMENT ADVISORS - EAGLE, L.L.C. | GFO ADVISORY SERVICES, LLC | GENSPRING FAMILY OFFICES, LLC | ASSET MANAGEMENT ADVISORS, CHARLOTTE, L.L.C. | ASSET MANAGEMENT ADVISORS LLC | ASSET MANAGEMENT ADVISORS GWR, LLC | ASSET MANAGEMENT ADVISORS ATLANTA, LLC

CRD#: 109278 / SEC#: 801-56752

RIA
Registered Investment Advisory firm - (8/5/1999 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4 Greenwich Office Park 1st Floor, Greenwich, CT 06831-5115
Mailing Address
Phone number
(203) 661-6616
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A (5/22/2025)

Regulatory assets under management

Total Number of Accounts10
AUM (Assets Under Management)$ 290,648,483

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
03/26/2025
Cover Page
Report
03/07/2024
Cover Page
Report
04/17/2023
Cover Page
Report

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.

Company Information

GFO ADVISORY SERVICES, LLC

CRD#: 109278

TRUST BUT VERIFY

Monitor Jessica Dellinger

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.