Jessica L. Casey
Professional summary
Jessica Lara Casey, who also goes by Jessica Lara Alvarez, Jessica Alvarez, is a registered financial advisor currently at FIVE LAKES ADVISORY LLC located in Richmond, Virginia.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jessica has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Lara Casey's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 17, 2026 - Present
FIVE LAKES ADVISORY LLC
April 2, 2024 - March 31, 2025
J.P. MORGAN SECURITIES LLC
September 6, 2014 - March 31, 2025
J.P. MORGAN SECURITIES 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
(3/17/2026)
Exams
Current Firm
FIVE LAKES ADVISORY LLC
CRD#: 339766 / SEC#:
Contact information
Red Flags
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