Jessica A. Skolnick
Professional summary
Jessica Allison Skolnick, who also goes by Jess Skolnick, Jessica Skolnick, is a registered financial advisor currently at MINDI FINANCIAL located in Beacon, New York.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jessica has worked at 10 firms and has passed the Series 63, SIE, Series 7 and Series 3 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Allison Skolnick's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 4, 2026 - Present
MINDI FINANCIAL
May 8, 2024 - October 9, 2025
ARCHER INVESTMENT MANAGEMENT
January 28, 2021 - January 19, 2024
GITTERMAN WEALTH MANAGEMENT, LLC
January 19, 2021 - January 19, 2024
VANDERBILT SECURITIES, LLC
May 25, 2019 - April 27, 2020
INVESCO DISTRIBUTORS, INC.
November 15, 2017 - May 25, 2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
August 18, 2015 - November 1, 2017
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
January 16, 2014 - July 28, 2015
LADENBURG THALMANN ASSET MANAGEMENT INC
October 23, 2013 - July 28, 2015
LADENBURG THALMANN & CO. INC.
September 15, 2006 - September 16, 2008
GFI SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/4/2026)
Exams
Current Firm
MINDI FINANCIAL
CRD#: 342221 / SEC#:
Contact information
Red Flags
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