Jessica M. Willis
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 Marie Willis, CFP®, CPWA® was a registered financial professional .
Jessica is a previously registered financial professional and started their career in finance in 2010. Jessica had worked at 4 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2007
Start date: 2013-08-02
Expire date: 2023-06-30
Experience
May 26, 2020 - October 31, 2022
POCKETNEST
June 29, 2018 - May 27, 2020
POCKETNEST
October 25, 2013 - December 14, 2017
POINTE CAPITAL MANAGEMENT LLC
January 28, 2010 - October 3, 2013
PLANTE MORAN FINANCIAL ADVISORS
State Registrations and Notice Filings
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Exams
Current Firm
POCKETNEST
CRD#: 309091 / SEC#: 801-118788
Contact information
Red Flags
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