Jessica Brian
Professional summary
Jessica Brian, who also goes by Jessica Dawn Brian, Jessica Dawn Simonsen, Jessica West Simonsen, Jessica Dawn West, is a registered financial advisor currently at HANKS CAPITAL MANAGEMENT, LLC located in South Weber, Utah.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jessica has worked at 4 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Brian's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 25, 2026 - Present
HANKS CAPITAL MANAGEMENT, LLC
March 31, 2025 - February 5, 2026
STRATEGIC ADVISERS LLC
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
April 17, 2018 - July 13, 2018
STRATEGIC ADVISERS LLC
November 15, 2013 - July 7, 2014
STRATEGIC ADVISERS LLC
August 3, 2011 - February 5, 2026
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/25/2026)
(3/25/2026)
(3/25/2026)
Exams
Current Firm
HANKS CAPITAL MANAGEMENT, LLC
CRD#: 168206 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 40 |
| AUM (Assets Under Management) | $ 5,991,377 |
Red Flags
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