JL
Jessica B. Lusakueno
PANDOWEALTH. LLC
Chattahoochee Hills, GA
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CRD#: 5839850
JL
Professional summary
Jessica Barton Lusakueno, who also goes by Jessica Mae Barton, Jessica Lusakueno, is a registered financial advisor currently at PANDOWEALTH. LLC located in Chattahoochee Hills, Georgia.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jessica has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jessica Mae Barton | Jessica Lusakueno
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Barton Lusakueno's 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®
NoneExperience
Current
November 15, 2021 - Present
PANDOWEALTH. LLC
RIA
CRD#: 281456
Chattahoochee Hills, GA
Past
January 29, 2013 - January 4, 2021
THE HOERNER PLANNING GROUP, LLC
RIA
CRD#: 139464
MIDDLEBURG, VA
Past
September 14, 2010 - September 12, 2012
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
ATLANTA, GA
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".
PL
PANDOWEALTH. LLC
ONE AND DONE FINANCIAL | PANDOWEALTH. LLC | PANDOWEALTH, LLC | ONE AND DONE FINANCIAL SERVICES LLC
CRD#: 281456 / SEC#: 801-120105
RIA
Registered Investment Advisory firm - (1/7/2021 Approved)Arizona
Registered Investment Advisory firm - (1/14/2021 Terminated)California
Registered Investment Advisory firm - (2/13/2021 Terminated)Colorado
Registered Investment Advisory firm - (1/26/2021 Terminated)Florida
Registered Investment Advisory firm - (1/14/2021 Terminated)Georgia
Registered Investment Advisory firm - (1/15/2021 Terminated)Illinois
Registered Investment Advisory firm - (1/14/2021 Terminated)Louisiana
Registered Investment Advisory firm - (1/29/2021 Terminated)Missouri
Registered Investment Advisory firm - (1/14/2021 Terminated)North Carolina
Registered Investment Advisory firm - (1/14/2021 Terminated)Ohio
Registered Investment Advisory firm - (1/15/2021 Terminated)South Carolina
Registered Investment Advisory firm - (1/14/2021 Terminated)Texas
Registered Investment Advisory firm - (1/14/2021 Terminated)Washington
Registered Investment Advisory firm - (2/16/2021 Terminated)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
Georgia(1/4/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
PL
PANDOWEALTH. LLC
ONE AND DONE FINANCIAL | PANDOWEALTH. LLC | PANDOWEALTH, LLC | ONE AND DONE FINANCIAL SERVICES LLC
CRD#: 281456 / SEC#: 801-120105
RIA
Registered Investment Advisory firm - (1/7/2021 Approved)Arizona
Registered Investment Advisory firm - (1/14/2021 Terminated)California
Registered Investment Advisory firm - (2/13/2021 Terminated)Colorado
Registered Investment Advisory firm - (1/26/2021 Terminated)Florida
Registered Investment Advisory firm - (1/14/2021 Terminated)Georgia
Registered Investment Advisory firm - (1/15/2021 Terminated)Illinois
Registered Investment Advisory firm - (1/14/2021 Terminated)Louisiana
Registered Investment Advisory firm - (1/29/2021 Terminated)Missouri
Registered Investment Advisory firm - (1/14/2021 Terminated)North Carolina
Registered Investment Advisory firm - (1/14/2021 Terminated)Ohio
Registered Investment Advisory firm - (1/15/2021 Terminated)South Carolina
Registered Investment Advisory firm - (1/14/2021 Terminated)Texas
Registered Investment Advisory firm - (1/14/2021 Terminated)Washington
Registered Investment Advisory firm - (2/16/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Peachtree City, GA
Mailing Address
Phone number
(678) 712-6656
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,885 |
| AUM (Assets Under Management) | $ 396,024,999 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
