Jessica L. Bedell
Professional summary
Jessica Louise Bedell, who also goes by Jessica Louis Eaton, Jessica Louise Eaton, Jessica Eaton, is a registered financial advisor currently at WALLACE HART CAPITAL MANAGEMENT located in Lexington, Kentucky.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jessica has worked at 2 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Louise Bedell's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 15, 2017 - Present
WALLACE HART CAPITAL MANAGEMENT
Office #1: 1792 Alysheba Way Suite 390, Lexington, KY 40509March 31, 2009 - March 17, 2017
UBS FINANCIAL SERVICES INC.
February 17, 2009 - March 17, 2017
UBS FINANCIAL SERVICES INC.
April 8, 2008 - October 14, 2008
UBS FINANCIAL SERVICES INC.
Primary Firm SEC Registration
WALLACE HART CAPITAL MANAGEMENT
CRD#: 285981 / SEC#: 801-108930
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/15/2017)
Exams
Current Firm
WALLACE HART CAPITAL MANAGEMENT
CRD#: 285981 / SEC#: 801-108930
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 763 |
| AUM (Assets Under Management) | $ 255,607,816 |
Red Flags
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Company Information
WALLACE HART CAPITAL MANAGEMENT
CRD#: 285981Lexington, KY 40509TRUST BUT VERIFY
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