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JE

Jessica M. Estes-fleischmann

SARVER VROOMAN WEALTH ADVISORS LLC
KANSAS CITY, MO 64114
Some features on this profile are disabled
CRD#: 4754150
JE

Professional summary

Jessica Marie Estes-fleischmann, who also goes by Jessica Marie Estes, is a registered financial advisor currently at SARVER VROOMAN WEALTH ADVISORS LLC located in Kansas City, Missouri.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jessica has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jessica Marie Estes

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.
SARVER VROOMAN WEALTH ADVISORS, INV RELATED, KANSAS CITY, MO, OPERATIONS MANAGER, START 5/15/2024, 200 HOURS PER MONTH, 130 HOURS DURING TRADING, RIA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Marie Estes-fleischmann'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

February 24, 2025 - Present

SARVER VROOMAN WEALTH ADVISORS LLC

Office #1: 9237 Ward Parkway Suite 320, Kansas City, MO 64114
RIA
CRD#: 332699
KANSAS CITY, MO
Past

August 21, 2019 - March 7, 2025

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
KANSAS CITY, MO
Past

August 21, 2019 - March 7, 2025

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
KANSAS CITY, MO
Past

May 24, 2013 - August 21, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MISSION WOODS, KS
Past

May 24, 2013 - August 21, 2019

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MISSION WOODS, KS
Past

April 16, 2009 - June 5, 2013

RBC CAPITAL MARKETS, LLC

RIA
CRD#: 31194
LEAWOOD, KS
Past

April 16, 2009 - June 5, 2013

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
LEAWOOD, KS
Past

February 23, 2009 - April 23, 2009

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
KANSAS CITY, MO
Past

March 7, 2007 - April 23, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
KANSAS CITY, MO
Past

January 29, 2004 - February 8, 2007

UMB FINANCIAL SERVICES, INC.

BD
CRD#: 17073
KANSAS CITY, MO

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".
SV
SARVER VROOMAN WEALTH ADVISORS LLC
SARVER VROOMAN WEALTH ADVISORS LLC

CRD#: 332699 / SEC#: 801-131869

RIA
Registered Investment Advisory firm - (1/21/2025 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.

Highlighted states indicate IAR registrations

IAR
Missouri
(2/24/2025)
IAR
Texas
(2/24/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/21/2009
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/16/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/24/2003
General Securities Representative Examination

Current Firm

SV
SARVER VROOMAN WEALTH ADVISORS LLC
SARVER VROOMAN WEALTH ADVISORS LLC

CRD#: 332699 / SEC#: 801-131869

RIA
Registered Investment Advisory firm - (1/21/2025 Approved)
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Contact information

Main Address
9237 Ward Parkway Suite 320, Kansas City, MO 64114
Mailing Address
Phone number
(816) 601-1150
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (7 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/31/2025)

Regulatory assets under management

Total Number of Accounts920
AUM (Assets Under Management)$ 436,040,825

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

SARVER VROOMAN WEALTH ADVISORS LLC

CRD#: 332699Kansas City, MO 64114

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