Jessica M. Socolovitch
Professional summary
Jessica Marie Socolovitch, who also goes by Jessica Socolovitch, is a registered financial advisor currently at WEALTH PERSONAL located in Elk Rapids, Michigan.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jessica has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 19, 2026 - Present
WEALTH PERSONAL
Office #1: 212 River Street Box 738, Elk Rapids, MI 49622June 9, 2022 - December 31, 2024
WEALTH PERSONAL
October 22, 2019 - June 16, 2022
BANKERS LIFE ADVISORY SERVICES, INC.
March 16, 2017 - June 16, 2022
BANKERS LIFE SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/19/2026)
Exams
Current Firm
WEALTH PERSONAL
CRD#: 144800 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 220 |
| AUM (Assets Under Management) | $ 17,811,907 |
Red Flags
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Company Information
WEALTH PERSONAL
CRD#: 144800Elk Rapids, MI 49622TRUST BUT VERIFY
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