JM
Jessica L. Mc Curdy
MARINER ADVISOR NETWORK
Walnut Creek, CA 94597
Some features on this profile are disabled
CRD#: 4676678
JM
Professional summary
Jessica Lillian Mc Curdy, CFP®, who also goes by Jessica Lillian Mccurdy, Jessica Lillian Stearns, is a registered financial advisor currently at MARINER ADVISOR NETWORK located in Walnut Creek, California and LPL FINANCIAL LLC located in Walnut Creek, California.
Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jessica has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jessica Lillian Mccurdy | Jessica Lillian Stearns
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.
1. 6/19/2018 - Nurtured Wealth, LLC - DBA: Nurtured Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/29/2018 - 160 Hours Per Month/100 Hours During Securities Trading. 2. 08/02/2022 -McHoldings-Not Investment Related- At Reported Business Location(s)- Business Entity For Tax/Investment Purposes Only- Start Date- 07/12/2022- 160 Hours Per Month/ 100 Hours During Securities Trading 3. 05/22/2023 - Mariner Independent Advisor Network - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date 03/31/2023 - 160 Hours Per Month/ 160 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Mariner Independent Advisor Network LLC an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial 4. 08/04/2025 - Nurtured Wealth - DBA for LPL Business (entity for LPL business) - Investment Related- At Reported Business Location(s) - Start date: 05/29/2018 - 160 hrs/mnth 100 hrs during trading
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Lillian Mc Curdy'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®
CFP®
Start date: 2008
Experience
Current
July 8, 2016 - Present
MARINER ADVISOR NETWORK
Office #1: 1255 Treat Blvd. Suite 300, Walnut Creek, CA 94597RIA
CRD#: 283824
Walnut Creek, CA
Current
November 5, 2014 - Present
LPL FINANCIAL LLC
Office #1: 1255 Treat Blvd, Ste 300, Walnut Creek, CA 94597RIA
BD
CRD#: 6413
Walnut Creek, CA
Past
April 6, 2016 - July 8, 2016
STRATEGIC WEALTH ADVISORS GROUP
RIA
CRD#: 140977
Walnut Creek, CA
Past
November 5, 2014 - September 8, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
WALNUT CREEK, CA
Past
February 24, 2010 - December 2, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
SAN FRANCISCO, CA
Past
February 24, 2010 - December 2, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
SAN FRANCISCO, CA
Past
September 4, 2007 - February 10, 2010
LPL FINANCIAL LLC
RIA
CRD#: 6413
SAN FRANCISCO, CA
Past
September 4, 2007 - February 10, 2010
LPL FINANCIAL LLC
BD
CRD#: 6413
SAN FRANCISCO, CA
Past
February 8, 2006 - July 31, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
WALNUT CREEK, CA
Past
January 7, 2004 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
January 7, 2004 - July 31, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
WALNUT CREEK, CA
Past
August 27, 2003 - October 7, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
WALNUT CREK, CA
Past
August 13, 2003 - October 7, 2003
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
August 13, 2003 - October 7, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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".
MA
MARINER ADVISOR NETWORK
AERO CAPITAL | ZION CAPITAL WEALTH MANAGEMENT | ZION CAPITAL | YERBA BUENA FINANCIAL PARTNERS, LLC | WESTLAKE FINANCIAL MANAGEMENT | WESTERN WEALTH MANAGEMENT, INC. | WEST CAPITAL WEALTH MANAGEMENT | WEALTH VISION ADVISORS | WATERSHED WEALTH MANAGEMENT | WATCH HILL FINANCIAL, INC | WARNER WEALTH STRATEGIES | VIREN AND ASSOCIATES, INC. | VAN KESTEREN CAPITAL MANAGEMENT | UNIQUE PLANNING | UNIFIED WEALTH ADVISORS | THE FINANCIAL SERVICES NETWORK | STRATOS WEALTH PARTNERS | STRATEGIC WEALTH ADVISORS GROUP, LLC | STRATEGIC WEALTH ADVISORS GROUP, INC. | STRATEGIC WEALTH ADVISORS GROUP | STRATEGIC DIVORCE SOLUTIONS, INC. | STRATEFIC WEALTH ADVISORS GROUP, LLC | STONEBRIDGE GLOBAL INVESTMENTS | STEPHENSON COMPANY, THE | STANFORD FEDERAL CREDIT UNION | SPRAGUE WEALTH SOLUTIONS, LLC | SONOMA COUNTY WEALTH ADVISORS | SLANKSTER FINANCIAL | SIMPLIFIED WEALTH MANAGEMENT INC. | SAXE CAPITAL | SAIL FINANCIAL | ROCCO & ASSOCIATES WEALTH MANAGEMENT, INC. | RFS WEALTH ADVISORS | RETIREMENT WEALTH ADVISORS, INC. | RED TOWER ADVISORS | RASMUSSEN ADVISORS | RAHN WEALTH MANAGEMENT, LLC | PUTNAM AND MAIN WEALTH MANAGEMENT | PURPOSE FINANCIAL ADVISORS, LLC | PROVIDENCE WEALTH PLANNING, INC. | POTENTIA, INC | POTENTIA WEALTH | PARAGON FINANCIAL PLANNING | OSTDIEK FINANCIAL AND INSURANCE | OAK WEALTH MANAGEMENT, LLC | OAK TREE WEALTH MANAGEMENT | NURTURED WEALTH | NAPOLI WEALTH MANAGEMENT | MULTIGEN WEALTH SERVICES, INC. | MOSHER FINANCIAL GROUP | MISSE WEALTH MANAGEMENT | MILLS WEALTH MANAGEMENT GROUP | MERCER PARTNERS WEALTH MANAGEMENT | MCCURDY FINANCIAL SERVICES | MCCREA ALLEN | MASTER PLAN ADVISORY, INC. | MARSHALL WEALTH MANAGEMENT GROUP | MARINER INDEPENDENT ADVISOR NETWORK, LLC | MARINER INDEPENDENT | MARINER ADVISOR NETWORK | MARINER | MARC RHEINGOLD & ASSOCIATES, INC. | MACLISE GROOMS WEALTH MANAGEMENT, LLC | MACKESON ADVISORY | LIGHTHOUSE STRATEGIC ADVISORS, LLC | LEXINGTON WEALTH ADVISORS | LEGACY WEALTH PLANNING, LLC | LAURUS FINANCIAL GROUP | KLEIN INVESTMENT STRATEGIES | JSO PARTNERS | JP WEALTH MANAGEMENT | JBT FINANCIAL, LLC | INTEGRITY FINANCIAL SERVICES | INTEGRITY CAPITAL WEALTH MANAGEMENT, LLC | INTEGRATED WEALTH MANAGEMENT | IMD FINANCIAL, LLC | IDEAL FINANCIAL ADVISORS LLC | I.D.E.A.L. FINANCIAL SERVICES | HUMANITY WEALTH ADVISORS | HORG WEALTH MANAGEMENT | HICKS FINANCIAL SERVICES, LLC | HAPPINESS WEALTH MANAGEMENT | GROOMS WEALTH MANAGEMENT, LLC | GIORDANO WEALTH MANAGEMENT GROUP, LLC | FRANK DEPTOLA AND ASSOCIATES, LLC | FORONJY FINANCIAL | FISKE FINANCIAL STRATEGIES | EXECUTIVE WEALTH STRATEGIES | EQUITY DEVELOPMENT CORPORATION | EQ PRIVATE WEALTH ADVISORS | ENRICH360 WEALTH ADVISORS | ECS CAPITAL INVESTMENTS | DIME AND ASSOCIATES | DILDAY AND ASSOCIATES | DIETZ NEXTSTAGE FINANCIAL MANAGEMENT | DIAMOND GROUP WEALTH ADVISORS, THE | DALE Q. RICE INVESTMENT MANAGEMENT, LTD. | CYPRESS PRIVATE WEALTH | CROW CANYON INVESTMENTS AND FINANCIAL PLANNING | COVENANT WEALTH ADVISORS | COMMON SENSONOMICS WEALTH MANAGEMENT | COLUMBIA ADVISORY PARTNERS, LLC | COLORADO WEST INVESTMENTS, INC. | CLEARLIFE WEALTH MANAGEMENT | CLEAR VISION FINANCIAL ADVISORS | CLARITY FINANCIAL PLANNING, INC. | CAPLAN CAPITAL MANAGEMENT | CAPITAL FINANCIAL SERVICES | CAMINO ADVISORS | CAMBER WEALTH | CALIFORNIA PRIVATE WEALTH | BROWN FINANCIAL SERVICES GROUP OF TEXAS, INC. | BROWN FINANCIAL SERVICES GROUP | BROOKS WEALTH MANAGEMENT | BRIGHT WEALTH PLANNING | BLACK STONE FINANCIAL, INC. | BIG TREES WEALTH MANGEMENT | BERL FINANCIAL SERVICES | BAKER WEALTH MANAGEMENT | AWA WEALTH MANAGEMENT, LLC | ASCEND INTEGRATED WEALTH | ARAKELIAN WEALTH MANAGEMENT | AQUARIUS WEALTH MANAGEMENT, LLC | ANACORTES FINANCIAL ASSOCIATES | AMERICAN FINANCIAL ADVISORS, INC. | ALNA WEALTH MANAGEMENT | ALADINO FINANCIAL SERVICES | AFFINITY WEALTH PLANNING
CRD#: 283824 / SEC#: 801-107913
RIA
Registered Investment Advisory firm - (6/8/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/21/2016)
RR
California(11/5/2014)
IAR
California(7/8/2016)
RR
Connecticut(8/26/2020)
RR
District of Columbia(2/28/2017)
RR
Florida(11/5/2014)
RR
Georgia(6/13/2016)
RR
Illinois(1/5/2018)
RR
Indiana(10/29/2025)
RR
Maryland(10/25/2024)
RR
Michigan(12/23/2020)
RR
New Jersey(11/5/2014)
RR
New York(11/5/2014)
RR
Oregon(11/5/2014)
RR
Pennsylvania(11/5/2014)
IAR
Texas(7/8/2016)
RR
Texas(11/7/2022)
RR
Vermont(7/21/2022)
RR
Washington(11/5/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
MA
MARINER ADVISOR NETWORK
AERO CAPITAL | ZION CAPITAL WEALTH MANAGEMENT | ZION CAPITAL | YERBA BUENA FINANCIAL PARTNERS, LLC | WESTLAKE FINANCIAL MANAGEMENT | WESTERN WEALTH MANAGEMENT, INC. | WEST CAPITAL WEALTH MANAGEMENT | WEALTH VISION ADVISORS | WATERSHED WEALTH MANAGEMENT | WATCH HILL FINANCIAL, INC | WARNER WEALTH STRATEGIES | VIREN AND ASSOCIATES, INC. | VAN KESTEREN CAPITAL MANAGEMENT | UNIQUE PLANNING | UNIFIED WEALTH ADVISORS | THE FINANCIAL SERVICES NETWORK | STRATOS WEALTH PARTNERS | STRATEGIC WEALTH ADVISORS GROUP, LLC | STRATEGIC WEALTH ADVISORS GROUP, INC. | STRATEGIC WEALTH ADVISORS GROUP | STRATEGIC DIVORCE SOLUTIONS, INC. | STRATEFIC WEALTH ADVISORS GROUP, LLC | STONEBRIDGE GLOBAL INVESTMENTS | STEPHENSON COMPANY, THE | STANFORD FEDERAL CREDIT UNION | SPRAGUE WEALTH SOLUTIONS, LLC | SONOMA COUNTY WEALTH ADVISORS | SLANKSTER FINANCIAL | SIMPLIFIED WEALTH MANAGEMENT INC. | SAXE CAPITAL | SAIL FINANCIAL | ROCCO & ASSOCIATES WEALTH MANAGEMENT, INC. | RFS WEALTH ADVISORS | RETIREMENT WEALTH ADVISORS, INC. | RED TOWER ADVISORS | RASMUSSEN ADVISORS | RAHN WEALTH MANAGEMENT, LLC | PUTNAM AND MAIN WEALTH MANAGEMENT | PURPOSE FINANCIAL ADVISORS, LLC | PROVIDENCE WEALTH PLANNING, INC. | POTENTIA, INC | POTENTIA WEALTH | PARAGON FINANCIAL PLANNING | OSTDIEK FINANCIAL AND INSURANCE | OAK WEALTH MANAGEMENT, LLC | OAK TREE WEALTH MANAGEMENT | NURTURED WEALTH | NAPOLI WEALTH MANAGEMENT | MULTIGEN WEALTH SERVICES, INC. | MOSHER FINANCIAL GROUP | MISSE WEALTH MANAGEMENT | MILLS WEALTH MANAGEMENT GROUP | MERCER PARTNERS WEALTH MANAGEMENT | MCCURDY FINANCIAL SERVICES | MCCREA ALLEN | MASTER PLAN ADVISORY, INC. | MARSHALL WEALTH MANAGEMENT GROUP | MARINER INDEPENDENT ADVISOR NETWORK, LLC | MARINER INDEPENDENT | MARINER ADVISOR NETWORK | MARINER | MARC RHEINGOLD & ASSOCIATES, INC. | MACLISE GROOMS WEALTH MANAGEMENT, LLC | MACKESON ADVISORY | LIGHTHOUSE STRATEGIC ADVISORS, LLC | LEXINGTON WEALTH ADVISORS | LEGACY WEALTH PLANNING, LLC | LAURUS FINANCIAL GROUP | KLEIN INVESTMENT STRATEGIES | JSO PARTNERS | JP WEALTH MANAGEMENT | JBT FINANCIAL, LLC | INTEGRITY FINANCIAL SERVICES | INTEGRITY CAPITAL WEALTH MANAGEMENT, LLC | INTEGRATED WEALTH MANAGEMENT | IMD FINANCIAL, LLC | IDEAL FINANCIAL ADVISORS LLC | I.D.E.A.L. FINANCIAL SERVICES | HUMANITY WEALTH ADVISORS | HORG WEALTH MANAGEMENT | HICKS FINANCIAL SERVICES, LLC | HAPPINESS WEALTH MANAGEMENT | GROOMS WEALTH MANAGEMENT, LLC | GIORDANO WEALTH MANAGEMENT GROUP, LLC | FRANK DEPTOLA AND ASSOCIATES, LLC | FORONJY FINANCIAL | FISKE FINANCIAL STRATEGIES | EXECUTIVE WEALTH STRATEGIES | EQUITY DEVELOPMENT CORPORATION | EQ PRIVATE WEALTH ADVISORS | ENRICH360 WEALTH ADVISORS | ECS CAPITAL INVESTMENTS | DIME AND ASSOCIATES | DILDAY AND ASSOCIATES | DIETZ NEXTSTAGE FINANCIAL MANAGEMENT | DIAMOND GROUP WEALTH ADVISORS, THE | DALE Q. RICE INVESTMENT MANAGEMENT, LTD. | CYPRESS PRIVATE WEALTH | CROW CANYON INVESTMENTS AND FINANCIAL PLANNING | COVENANT WEALTH ADVISORS | COMMON SENSONOMICS WEALTH MANAGEMENT | COLUMBIA ADVISORY PARTNERS, LLC | COLORADO WEST INVESTMENTS, INC. | CLEARLIFE WEALTH MANAGEMENT | CLEAR VISION FINANCIAL ADVISORS | CLARITY FINANCIAL PLANNING, INC. | CAPLAN CAPITAL MANAGEMENT | CAPITAL FINANCIAL SERVICES | CAMINO ADVISORS | CAMBER WEALTH | CALIFORNIA PRIVATE WEALTH | BROWN FINANCIAL SERVICES GROUP OF TEXAS, INC. | BROWN FINANCIAL SERVICES GROUP | BROOKS WEALTH MANAGEMENT | BRIGHT WEALTH PLANNING | BLACK STONE FINANCIAL, INC. | BIG TREES WEALTH MANGEMENT | BERL FINANCIAL SERVICES | BAKER WEALTH MANAGEMENT | AWA WEALTH MANAGEMENT, LLC | ASCEND INTEGRATED WEALTH | ARAKELIAN WEALTH MANAGEMENT | AQUARIUS WEALTH MANAGEMENT, LLC | ANACORTES FINANCIAL ASSOCIATES | AMERICAN FINANCIAL ADVISORS, INC. | ALNA WEALTH MANAGEMENT | ALADINO FINANCIAL SERVICES | AFFINITY WEALTH PLANNING
CRD#: 283824 / SEC#: 801-107913
RIA
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Contact information
Main Address
5700 W 112th Street Suite 500, Overland Park, KS 66211
Mailing Address
Phone number
(650) 571-1934
Established
Firm type
Fiscal year end
# of Employees
177
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 27,221 |
| AUM (Assets Under Management) | $ 8,486,309,662 |
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
MARINER ADVISOR NETWORK
CRD#: 283824Walnut Creek, CA 94597TRUST BUT VERIFY
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