Jessica L. Bokhart
MARKET STREET WEALTH MANAGEMENT ADVISORS
CRAWFORDSVILLE, IN
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CRD#: 6415561
Professional summary
Jessica Lynn Bokhart, CFP® is a registered financial advisor currently at MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC located in Crawfordsville, Indiana.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jessica has worked at 1 firm .
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.
Serves as the Treasurer for the Board of Directors for the Montgomery County Carnegie Museum. Serves on the Investment Committee for the Montgomery county community foundation. Serves as the Vice President for the Women's Legacy Fund at the Montgomery county Community Foundation. Serves as a paid board member of Crawfordsville Electric Light & Power.
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Lynn Bokhart'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®
CFP®
Start date: 2009
Experience
Current
October 30, 2014 - Present
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
Office #2: 3105 E 98th Street Suite 170, Indianapolis, IN 46280Office #3: 120 South Green Street, Crawfordsville, IN 47933RIA
CRD#: 122212
CRAWFORDSVILLE, IN
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".
MS
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
CRD#: 122212 / SEC#: 801-62577
RIA
Registered Investment Advisory firm - (1/2/2004 Approved)Indiana
Registered Investment Advisory firm - (2/11/2013 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
Indiana(10/30/2014)
Exams
Current Firm
MS
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
CRD#: 122212 / SEC#: 801-62577
RIA
Registered Investment Advisory firm - (1/2/2004 Approved)Indiana
Registered Investment Advisory firm - (2/11/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3105 E 98th Street Suite 170, Indianapolis, IN 46280
Mailing Address
Phone number
(317) 552-0505
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,651 |
| AUM (Assets Under Management) | $ 711,344,137 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/08/2025 | ||
| 05/09/2024 | ||
| 05/15/2023 |
Red Flags
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