Jessica L. Giannola

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP

KANSAS CITY, MO 64111

Some features on this profile are disabled

CRD#: 4819978

Professional summary

Jessica Lynn Giannola, who also goes by Jessie Giannola, is a registered financial advisor currently at AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. located in Kansas City, Missouri and AMERICAN CENTURY INVESTMENT SERVICES INC. located in Kansas City, Missouri.

Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Jessica has worked at 2 firms and has passed the Series 66, Series 63, Series 52TO, Series 7TO, SIE, Series 6, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jessie Giannola

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) - RIA

Click below to view Jessica Lynn Giannola'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

July 1, 2024 - Present

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

Office #1: 4500 Main St, Kansas City, MO 64111

RIA

CRD#: 290043

KANSAS CITY, MO

Current

May 17, 2013 - Present

AMERICAN CENTURY INVESTMENT SERVICES INC.

Office #1: 4500 Main Street, Kansas City, MO 64111

CRD#: 17437

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".

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP | AMERICAN CENTURY PRIVATE CLIENT GROUP, INC. | AMERICAN CENTURY PRIVATE CLIENT GROUP | AMERICAN CENTURY PERSONAL FINANCIAL SOLUTIONS, INC. | AMERICAN CENTURY PERSONAL FINANCIAL SOLUTIONS | AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

CRD#: 290043 / SEC#: 801-111963

RIA

Registered Investment Advisory firm - (10/30/2017 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.

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

Kansas
(11/14/2013)

IAR

Kansas
(6/24/2025)

Missouri
(6/14/2013)

IAR

Missouri
(7/1/2024)

IAR

Texas
(7/1/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/28/2024

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/13/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 11/18/2019

Municipal Securities Representative Examination

General Industry/Product Exam

Series 7TO

Date: 5/21/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/16/2013

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 53

Date: 1/3/2020

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 7/30/2019

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

CRD#: 290043 / SEC#: 801-111963

RIA

Registered Investment Advisory firm - (10/30/2017 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

4400 Main Street, Kansas City, MO 64111-7709

Mailing Address

P.o. Box 410141, Kansas City, MO 64141-0141

Phone number

(816) 531-5575

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PRIVATE CLIENT GROUP WRAP FEE PROGRAM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	6,044
AUM (Assets Under Management)	$ 1,987,005,678

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.

Similar Advisors

Christopher Van Slyke

WORTHPOINTE

IAR

Ramona, CA

Guy Peel

OSAIC WEALTH, INC.

IAR

Helena, MT

Lawrence Kriesmer

MEASURED RISK PORTFOLIOS

IAR

San Diego, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jessica L. Giannola

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Lynn Giannola's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN CENTURY INVESTMENT SERVICES INC.

Primary Firm SEC Registration

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/28/2024

Series 63

Date: 6/13/2013

Series 52TO

Date: 11/18/2019

Series 7TO

Date: 5/21/2019

SIE

Date: 10/1/2018

Series 6

Date: 5/16/2013

Series 53

Date: 1/3/2020

Series 24

Date: 7/30/2019

FINRA

Current Firm

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

TRUST BUT VERIFY

Similar Advisors