JC
Jessica C. Cannella
OAK HARVEST INVESTMENT SERVICES
Houston, TX 77024
Some features on this profile are disabled
CRD#: 6912937
JC
Professional summary
Jessica Cannella Cannella, who also goes by Jessica Cannella Sharpe, Jessica Sharpe, is a registered financial advisor currently at OAK HARVEST INVESTMENT SERVICES located in Houston, Texas.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jessica has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jessica Cannella Sharpe | Jessica Sharpe
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.
Oak Harvest Insurance Services; investment related : Yes; 920 MEMORIAL CITY WAY, SUITE 150, HOUSTON, TX 77024; Providing insurance services in the form of selling annuities, life, health, and long-term care coverage to interested parties through various unaffiliated insurance companies.; Insurance Agent; Selling annuities, life, health, and long-term care coverage to interested parties through various unaffiliated insurance companies where the agent may receive a commission or renewal payment from the issuer subsequent to a client's purchase of an insurance contract. ; 2012-04-02; Hours devoted to business during trading hours : 16; Hours devoted to business outside trading hours : 40; Percentage of total yearly compensation expected to be derived from the business : 35.
OHFG Management, Inc; investment related: Yes; 920 Memorial City Way, Suite #150; OHFG Management Inc., is the owning entity of OHFG Ventures, LP, the owning entity of Oak Harvest Investment Services and Oak Harvest Insurance Services. ; Minority Owner; As minority owner, Mrs. Sharpe oversees the general operations of the operating entities, Investment Services and Insurance Services. These activities generate no additional revenue. ; 2018-05-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0.
OHFG Ventures, LP; investment related: Yes; 920 Memorial City Way, Suite #150; OHFG Ventures, LP is the owning entity of Oak Harvest Investment Services, LLC and Oak Harvest Insurance Services, LLC. ; Partner;
As a partner of the owning entity of Investment Services and Insurance Services, Mrs. Sharpe oversees the general operations of both operating entities. These activities produce no additional revenue. ; 2018-05-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 3;
Percentage of total yearly compensation expected to be derived from the business: 0.
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Cannella Cannella'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
February 15, 2018 - Present
OAK HARVEST INVESTMENT SERVICES
Office #1: 920 Memorial City Way Suite 150, Houston, TX 77024RIA
CRD#: 173293
Houston, TX
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".
OH
OAK HARVEST INVESTMENT SERVICES
OAK HARVEST FINANCIAL GROUP | OAK HARVEST INVESTMENT SERVICES, LLC | OAK HARVEST INVESTMENT SERVICES
CRD#: 173293 / SEC#: 801-116667
RIA
Registered Investment Advisory firm - (5/22/2019 Approved)Texas
Registered Investment Advisory firm - (6/3/2019 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
Texas(2/15/2018)
Current Firm
OH
OAK HARVEST INVESTMENT SERVICES
OAK HARVEST FINANCIAL GROUP | OAK HARVEST INVESTMENT SERVICES, LLC | OAK HARVEST INVESTMENT SERVICES
CRD#: 173293 / SEC#: 801-116667
RIA
Registered Investment Advisory firm - (5/22/2019 Approved)Texas
Registered Investment Advisory firm - (6/3/2019 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
920 Memorial City Way Suite 150, Houston, TX 77024
Mailing Address
Phone number
(281) 822-1350
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,633 |
| AUM (Assets Under Management) | $ 940,834,408 |
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.
