Jessica E. Storey
Professional summary
Jessica Elise Storey, who also goes by Jessica Elise Sanchez, Jessica Sanchez, is a registered financial advisor currently at ZEVENBERGEN CAPITAL INVESTMENTS LLC located in Edmonds, Washington.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jessica has worked at 2 firms and has passed the Series 65, SIE and Series 99 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Elise Storey's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 11, 2024 - Present
ZEVENBERGEN CAPITAL INVESTMENTS LLC
Office #1: 326 Admiral Way Suite 200, Edmonds, WA 98020-7261September 22, 2017 - September 20, 2019
KMS FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
ZEVENBERGEN CAPITAL INVESTMENTS LLC
CRD#: 128990 / SEC#: 801-62477
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/11/2024)
Exams
Current Firm
ZEVENBERGEN CAPITAL INVESTMENTS LLC
CRD#: 128990 / SEC#: 801-62477
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 324 |
| AUM (Assets Under Management) | $ 4,990,660,000 |
Red Flags
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