Jessica E. Sweeney

TIMOTHY PARTNERS, LTD.

Maitland, FL 32751

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CRD#: 3220826

Professional summary

Jessica E Sweeney, who also goes by Jessica E Kirch, Jessica E Kirch, is a registered financial professional currently at TIMOTHY PARTNERS, LTD. located in Maitland, Florida.

Jessica is registered as a RR (Registered Representative) and started their career in finance in 2000. Jessica has worked at 10 firms and has passed the Series 63, SIE, Series 55, Series 7, Series 53, Series 24, Series 4, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jessica E Kirch | Jessica E Kirch

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 E Sweeney's 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

June 23, 2025 - Present

TIMOTHY PARTNERS, LTD.

Office #1: 1055 Maitland Center Commons, Maitland, FL 32751

RIA

CRD#: 41835

Maitland, FL

Past

June 1, 2023 - March 26, 2024

BLOOMBERG TRADEBOOK CANADA COMPANY

CRD#: 313267

New York, NY

Past

April 7, 2020 - March 26, 2024

BLOOMBERG TRADEBOOK LLC

CRD#: 40881

NEW YORK, NY

Past

January 17, 2017 - April 9, 2018

REDI GLOBAL TECHNOLOGIES LLC

CRD#: 41924

New York, NY

Past

November 7, 2014 - March 31, 2017

REUTERS TRANSACTION SERVICES LLC

CRD#: 13245

NEW YORK, NY

Past

October 28, 2003 - April 16, 2007

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

February 15, 2001 - September 28, 2001

INTEGRAL CAPITAL GROUP, LLC

CRD#: 101860

NEW YORK, NY

Past

November 15, 2000 - September 19, 2003

EVOLUTION FINANCIAL TECHNOLOGIES, LLC

CRD#: 104249

ISELIN, NJ

Past

August 11, 2000 - November 15, 2000

CIBC WORLD MARKETS CORP.

CRD#: 630

NEW YORK, NY

Past

March 28, 2000 - August 7, 2000

WIT CAPITAL CORPORATION

CRD#: 41499

OLD GREENWICH, CT

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".

TIMOTHY PARTNERS, LTD.

CRD#: 41835 / SEC#: 801-45766, 8-49589

RIA

Registered Investment Advisory firm - SEC (2/7/1994 Approved)

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

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: 1/3/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/9/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 8/22/2001

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 3/27/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 7/15/2020

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 12/3/2014

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 9/30/2004

Registered Options Principal Examination

Principal/Supervisory Exam

Series 10

Date: 2/13/2004

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/15/2004

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

TIMOTHY PARTNERS, LTD.

CRD#: 41835 / SEC#: 801-45766, 8-49589

RIA

Registered Investment Advisory firm - SEC (2/7/1994 Approved)

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

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Contact information

Main Address

1055 Maitland Center Commons, Maitland, FL 32751

Mailing Address

1055 Maitland Center Commons, Maitland, FL 32751

Phone number

(407) 644-1986

Established

Florida since 12/06/1993

Firm type

Partnership

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (52 States and Territories)

FINRA licenses (52 States and Territories)

Documents

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
TIMOTHY PARTNERS, LC	LIMITED PARTNER
ALLY, ARTHUR DOUGLAS	PRESIDENT, CHIEF EXECUTIVE OFFICER, PRINCIPAL OPERATIONS OFFICER	855097
ALLY, GREGORY SCOTT	CHIEF FINANCIAL OFFICER	7235816
COVENANT FUNDS, INC.	CORPORATE MANAGER GENERAL PARTNER
MUMBERT, BRIAN SCOTT	VICE PRESIDENT, REGIONAL SALES EXECUTIVE	5550269
MUMBERT, CHERYL MARIE	VICE PRESIDENT, CHIEF MARKETING AND DESIGN OFFICER	2237206
SWEENEY, JESSICA E	CHIEF COMPLIANCE OFFICER	3220826

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 2,627,135,000

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Jessica E. Sweeney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jessica E Sweeney's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLOOMBERG TRADEBOOK CANADA COMPANY

BLOOMBERG TRADEBOOK LLC

REDI GLOBAL TECHNOLOGIES LLC

REUTERS TRANSACTION SERVICES LLC

MORGAN STANLEY & CO. LLC

INTEGRAL CAPITAL GROUP, LLC

EVOLUTION FINANCIAL TECHNOLOGIES, LLC

CIBC WORLD MARKETS CORP.

WIT CAPITAL CORPORATION

Primary Firm SEC Registration

TIMOTHY PARTNERS, LTD.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/3/2001

SIE

Date: 4/9/2018

Series 55

Date: 8/22/2001

Series 7

Date: 3/27/2000

Series 53

Date: 7/15/2020

Series 24

Date: 12/3/2014

Series 4

Date: 9/30/2004

Series 10

Date: 2/13/2004

Series 9

Date: 1/15/2004

FINRA

Current Firm

TIMOTHY PARTNERS, LTD.

Contact information

SEC notice filing (52 States and Territories)

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Regulatory assets under management

Red Flags

Company Information

TIMOTHY PARTNERS, LTD.

TRUST BUT VERIFY

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