JP
Jessica M. Preville
TSA MANAGEMENT
Clifton Park, NY 12065
Some features on this profile are disabled
CRD#: 6754293
JP
Professional summary
Jessica Marie Preville, who also goes by Jessica Marie Wilson, Jessica Wilson, is a registered financial advisor currently at TSA MANAGEMENT INC located in Clifton Park, New York and HALLIDAY FINANCIAL, LLC located in Clifton Park, New York.
Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Jessica has worked at 2 firms and has passed the Series 66, Series 52TO, Series 7TO, SIE, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jessica Marie Wilson | Jessica Wilson
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.
I am currently an employee of the Desmond Hotel and Conference Center located at 660 Albany-Shaker Rd., Colonie, NY 12211. I work I have approximately 30 hours per week, as a waitress. The hours I devote to this position do not occur during trading hours. I began my employment here on December 17, 2014. My current duties include greeting customers, serving food and drinks, closing checks for customers and ensuring alcohol to TIPS guidelines. This is not an investment related activity. March 29, 2024 began Dave Kobylar CPA, 4 Executive Drive Suite 102 Clifton Park, NY 12065. Dat entry for accountant, not investment related no control over funds, 10-15 hours per week Mid February - Mid April, zero hours during securities trading hours, $3000 annual income, compensated hourly. Nobody involved with Halliday Financial, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Marie Preville'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
January 17, 2020 - Present
TSA MANAGEMENT INC
Office #1: 4 Executive Park Drive, Clifton Park, NY 12065RIA
CRD#: 106440
Clifton Park, NY
Current
October 4, 2019 - Present
HALLIDAY FINANCIAL, LLC
Office #1: 4 Executive Park Drive, Clifton Park, NY 12065BD
CRD#: 31741
Clifton Park, NY
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".
TM
TSA MANAGEMENT INC
TSA MANAGEMENT INC | TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.
CRD#: 106440 / SEC#: 801-41423
RIA
Registered Investment Advisory firm - (5/7/1992 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(10/26/2022)
RR
Indiana(9/19/2025)
IAR
New Jersey(1/17/2020)
RR
New York(11/26/2019)
IAR
New York(4/6/2021)
RR
North Carolina(7/31/2022)
RR
Oregon(11/18/2024)
RR
Tennessee(10/31/2024)
RR
West Virginia(10/17/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 6/20/2024
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 10/4/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TM
TSA MANAGEMENT INC
TSA MANAGEMENT INC | TSA PORTFOLIO MANAGEMENT, INC. FKA TSA MANAGEMENT INC.
CRD#: 106440 / SEC#: 801-41423
RIA
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Contact information
Main Address
725 Glen Cove Ave, Glen Head, NY 11545
Mailing Address
Phone number
(516) 676-3332
Established
Firm type
Fiscal year end
# of Employees
33
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,064 |
| AUM (Assets Under Management) | $ 1,284,683,018 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/27/2023 | ||
| 09/28/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
