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JS

Jessica E. Sicking

COPPELL ADVISORY SOLUTIONS LLC
Southlake, TX 76092
Some features on this profile are disabled
CRD#: 5319988
JS

Professional summary

Jessica Eden Sicking, who also goes by Eden Sicking, Jessica Eden Sicking, Jessica Sicking, Jessica Eden Eden Sicking, is a registered financial advisor currently at COPPELL ADVISORY SOLUTIONS LLC located in Southlake, Texas and TRIAD WEALTH PARTNERS, LLC located in Southlake, Texas.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jessica has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Eden Sicking | Jessica Eden Sicking | Jessica Sicking | Jessica Eden Eden Sicking

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.
INTERNATIONAL WEALTH MANAGEMENT DBA SULLIVAN FINANCIAL PARTNERS; 1300 NORTH WHITE CHAPEL BLVD, SUITE 200, SOUTHLAKE, TX 76092; INSURANCE AGENT SELLING FIXED INSURANCE,ANNUITIES AND FIXED INDEXED ANNUITIES; CORP; DATE STARTED 07/2025; 80 HOURS PER MONTH SPENT ON THIS ACTIVITY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Eden Sicking'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 18, 2025 - Present

COPPELL ADVISORY SOLUTIONS LLC

Office #1: 141 Countryside Ct. Suite 100, Southlake, TX 76092
RIA
CRD#: 156549
Southlake, TX
Current

October 29, 2025 - Present

TRIAD WEALTH PARTNERS, LLC

Office #1: 141 Countryside Ct., Suite 100, Southlake, TX 76092
RIA
CRD#: 326523
Southlake, TX
Past

January 26, 2022 - November 6, 2024

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Westlake, TX
Past

January 26, 2022 - November 6, 2024

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Westlake, TX
Past

July 6, 2017 - October 14, 2022

TD AMERITRADE, INC.

RIA
CRD#: 7870
Westlake, TX
Past

July 6, 2017 - September 7, 2023

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
Westlake, TX
Past

June 28, 2017 - May 11, 2024

TD AMERITRADE, INC.

BD
CRD#: 7870
Westlake, TX
Past

January 1, 2008 - June 20, 2017

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX
Past

May 7, 2007 - January 1, 2008

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
WESTLAKE, TX

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".
CA
COPPELL ADVISORY SOLUTIONS LLC
C&N WEALTH MANAGEMENT | MACH 1 FINANCIAL GROUP | IAMS WEALTH MANAGEMENT | FUSION INVESTMENT ADVISORS, LLC | FUSION INVESTMENT ADVISORS LLC | FUSION INVESTMENT ADVISORS | FUSION CAPITAL MANAGEMENT | ELITE INVESTMENT TEAM LLC | COPPELL ADVISORY SOLUTIONS, LLC | COPPELL ADVISORY SOLUTIONS LLC

CRD#: 156549 / SEC#: 801-72171

RIA
Registered Investment Advisory firm - (2/28/2011 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
Texas
(7/18/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/5/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/14/2007
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: 10/26/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/3/2007
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CA
COPPELL ADVISORY SOLUTIONS LLC
C&N WEALTH MANAGEMENT | MACH 1 FINANCIAL GROUP | IAMS WEALTH MANAGEMENT | FUSION INVESTMENT ADVISORS, LLC | FUSION INVESTMENT ADVISORS LLC | FUSION INVESTMENT ADVISORS | FUSION CAPITAL MANAGEMENT | ELITE INVESTMENT TEAM LLC | COPPELL ADVISORY SOLUTIONS, LLC | COPPELL ADVISORY SOLUTIONS LLC

CRD#: 156549 / SEC#: 801-72171

RIA
Registered Investment Advisory firm - (2/28/2011 Approved)
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Contact information

Main Address
9111 Cypress Waters Blvd Suite 140, Dallas, TX 75019
Mailing Address
Phone number
(817) 888-8020
Established
Firm type
Fiscal year end
# of Employees
77

SEC notice filing (50 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

FUSION FORM ADV PART 2A BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts9,334
AUM (Assets Under Management)$ 1,077,958,560

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

COPPELL ADVISORY SOLUTIONS LLC

CRD#: 156549Southlake, TX 76092

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