Jessica A. Gilbert

MULLANEY KEATING & WRIGHT

WEST HARTFORD, CT 06107

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CRD#: 5608769

Professional summary

Jessica Anne Gilbert is a registered financial advisor currently at MULLANEY KEATING & WRIGHT INC located in West Hartford, Connecticut.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jessica has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1)06/2020 - REAL ESTATE RENTAL - 516 PALISADE AVE 2R, JERSEY CITY, NJ 07307 - INVESTMENT RELATED - JERSEY CITY, 07307 2)07/2018 - REAL ESTATE RENTAL - 1753 N WHIPPLE, CHICAGO, IL 60647 - INVESTMENT RELATED - CHICAGO, IL 60647 3)2014 - REAL ESTATE RENTAL - 24 STONEY BROOK DR #C2, GLASTONBURY, CT 06033 - INVESTMENT RELATED - GLASTONBURTY, CT 06033

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Anne Gilbert'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

November 19, 2021 - Present

MULLANEY KEATING & WRIGHT INC

Office #1: 29 South Main Street, West Hartford, CT 06107

RIA

CRD#: 110743

WEST HARTFORD, CT

Past

July 1, 2020 - January 20, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

FARMINGTON, CT

Past

July 1, 2020 - January 20, 2021

LPL FINANCIAL LLC

CRD#: 6413

FARMINGTON, CT

Past

February 23, 2011 - June 2, 2020

VOYA INVESTMENT MANAGEMENT CO. LLC

RIA

CRD#: 106494

Jersey City, NJ

Past

May 28, 2010 - June 2, 2020

VOYA INVESTMENTS DISTRIBUTOR, LLC

CRD#: 37886

SCOTTSDALE, AZ

Past

November 3, 2008 - June 4, 2010

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

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".

MULLANEY KEATING & WRIGHT INC

CRD#: 110743 / SEC#: 801-47490

RIA

Registered Investment Advisory firm - (9/21/1994 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

Connecticut
(11/19/2021)

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

IAR

Series 66

Date: 2/22/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/16/2010

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: 6/21/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/31/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MULLANEY KEATING & WRIGHT INC

CRD#: 110743 / SEC#: 801-47490

RIA

Registered Investment Advisory firm - (9/21/1994 Approved)

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Contact information

Main Address

29 South Main Street Suite 212, West Hartford, CT 06107

Mailing Address

Phone number

(860) 521-9900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A: FIRM BROCHURE (9/25/2025)

Regulatory assets under management

Total Number of Accounts	504
AUM (Assets Under Management)	$ 336,991,438

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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Advisor Monitoring

Firm Stability Insights

Jessica A. Gilbert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Anne Gilbert's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

VOYA INVESTMENT MANAGEMENT CO. LLC

VOYA INVESTMENTS DISTRIBUTOR, LLC

VOYA FINANCIAL PARTNERS, LLC

Primary Firm SEC Registration

MULLANEY KEATING & WRIGHT INC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/22/2011

Series 63

Date: 7/16/2010

SIE

Date: 10/1/2018

Series 7

Date: 6/21/2010

Series 6

Date: 10/31/2008

Current Firm

MULLANEY KEATING & WRIGHT INC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MULLANEY KEATING & WRIGHT INC

TRUST BUT VERIFY

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