Jessica A. Skolnick

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CRD#: 5174160

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 Allison Skolnick, who also goes by Jessica Skolnick, was a registered financial professional .

Jessica is a previously registered financial professional and started their career in finance in 2006. Jessica had worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jessica Skolnick

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.

Gitterman Wealth Management: IA Firm. Investment related. Start date: 01/19/2021. Address: 379 Thornall Street 6th Floor, Edison NJ, 08837. Title: Director of Investments. Duties: Management of UMA and mutual fund model portfolios, manager due diligence, economic research, investment writing, production of quarterly materials (factsheets, commentary, performance reports). Time spent during regular business hours is 100%.

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

May 8, 2024 - October 9, 2025

ARCHER INVESTMENT MANAGEMENT

RIA

CRD#: 146852

Beacon, NY

Past

January 28, 2021 - January 19, 2024

GITTERMAN WEALTH MANAGEMENT, LLC

RIA

CRD#: 153062

EDISON, NJ

Past

January 19, 2021 - January 19, 2024

VANDERBILT SECURITIES, LLC

CRD#: 5953

Edison, NJ

Past

May 25, 2019 - April 27, 2020

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

Past

November 15, 2017 - May 25, 2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

Past

August 18, 2015 - November 1, 2017

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

HOLBROOK, NY

Past

January 16, 2014 - July 28, 2015

LADENBURG THALMANN ASSET MANAGEMENT INC

RIA

CRD#: 108604

NEW YORK, NY

Past

October 23, 2013 - July 28, 2015

LADENBURG THALMANN & CO. INC.

CRD#: 505

NEW YORK, NY

Past

September 15, 2006 - September 16, 2008

GFI SECURITIES LLC

CRD#: 19982

NEW YORK, NY

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".

ARCHER INVESTMENT MANAGEMENT

AEQUITAS INVESTMENT MANAGEMENT | ARCHER INVESTMENT MANAGEMENT, LLC | ARCHER INVESTMENT MANAGEMENT

CRD#: 146852 / SEC#: 801-120764

RIA

Registered Investment Advisory firm - (4/9/2021 Approved)

Colorado

Registered Investment Advisory firm - (4/15/2016 Terminated)

Indiana

Registered Investment Advisory firm - (4/26/2021 Terminated)

Texas

Registered Investment Advisory firm - (4/23/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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: 11/25/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/23/2013

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 2/17/2012

National Commodity Futures Examination

Current Firm

ARCHER INVESTMENT MANAGEMENT

AEQUITAS INVESTMENT MANAGEMENT | ARCHER INVESTMENT MANAGEMENT, LLC | ARCHER INVESTMENT MANAGEMENT

CRD#: 146852 / SEC#: 801-120764

RIA

Registered Investment Advisory firm - (4/9/2021 Approved)

Colorado

Registered Investment Advisory firm - (4/15/2016 Terminated)

Indiana

Registered Investment Advisory firm - (4/26/2021 Terminated)

Texas

Registered Investment Advisory firm - (4/23/2021 Terminated)

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Contact information

Main Address

Austin, TX

Mailing Address

Phone number

(800) 840-5946

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (2/12/2025)

Regulatory assets under management

Total Number of Accounts	1,101
AUM (Assets Under Management)	$ 308,905,944

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.

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Jessica A. Skolnick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

GITTERMAN WEALTH MANAGEMENT, LLC

VANDERBILT SECURITIES, LLC

INVESCO DISTRIBUTORS, INC.

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

LADENBURG THALMANN ASSET MANAGEMENT INC

LADENBURG THALMANN & CO. INC.

GFI SECURITIES LLC

Primary Firm SEC Registration

ARCHER INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 11/25/2013

SIE

Date: 10/1/2018

Series 7

Date: 10/23/2013

Series 3

Date: 2/17/2012

Current Firm

ARCHER INVESTMENT MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARCHER INVESTMENT MANAGEMENT

TRUST BUT VERIFY

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