JB
Jessica Beckett
BYRNE FINANCIAL FREEDOM
FORT MYERS, FL 33913
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CRD#: 7076515
JB
Professional summary
Jessica Beckett, who also goes by Jessica Camara, is a registered financial advisor currently at BYRNE FINANCIAL FREEDOM, LLC located in Fort Myers, Florida and LPL FINANCIAL LLC located in Fort Myers, Florida.
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 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jessica Camara
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.
1. Jessica Beckett is dually-registered with Byrne Financial Freedom, LLC and LPL Financial, LLC ("LPL"). Jessica has served as an investment advisor representative for Byrne Financial Freedom, LLC since 06/2023 and a registered admin with LPL since 03/2022. Business is conducted from 10012 Gulf Center Drive, Fort Myers, FL 33913. Approximately 90% of Jessica Beckett's time is spent with Byrne Financial Freedom, LLC 2- 05/23/2022 - No Business Name - Investment Related - Other - Notary - Start Date - 11/01/2021- 2 Hours Per Month/ 2 Hours During Securities Trading - Time Spent 5%.
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Beckett'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
July 13, 2023 - Present
BYRNE FINANCIAL FREEDOM, LLC
Office #1: 10012 Gulf Center Drive Suite 4, Fort Myers, FL 33913RIA
CRD#: 167893
FORT MYERS, FL
Current
May 23, 2022 - Present
LPL FINANCIAL LLC
Office #1: 10012 Gulf Center Dr Ste 4, Fort Myers, FL 33913RIA
BD
CRD#: 6413
Fort Myers, FL
Past
June 3, 2019 - March 15, 2022
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CAPE CORAL, FL
Past
May 8, 2019 - March 15, 2022
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
CAPE CORAL, FL
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".
BF
BYRNE FINANCIAL FREEDOM, LLC
BYRNE FINANCIAL FREEDOM, LLC
CRD#: 167893 / SEC#: 801-107534
RIA
Registered Investment Advisory firm - (3/28/2016 Approved)Florida
Registered Investment Advisory firm - (4/5/2016 Terminated)Massachusetts
Registered Investment Advisory firm - (4/5/2016 Terminated)New Hampshire
Registered Investment Advisory firm - (4/13/2016 Terminated)New York
Registered Investment Advisory firm - (4/5/2016 Terminated)Rhode Island
Registered Investment Advisory firm - (4/5/2016 Terminated)Texas
Registered Investment Advisory firm - (4/5/2016 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.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(5/23/2022)
IAR
Florida(7/13/2023)
RR
Massachusetts(5/23/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/8/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BF
BYRNE FINANCIAL FREEDOM, LLC
BYRNE FINANCIAL FREEDOM, LLC
CRD#: 167893 / SEC#: 801-107534
RIA
Registered Investment Advisory firm - (3/28/2016 Approved)Florida
Registered Investment Advisory firm - (4/5/2016 Terminated)Massachusetts
Registered Investment Advisory firm - (4/5/2016 Terminated)New Hampshire
Registered Investment Advisory firm - (4/13/2016 Terminated)New York
Registered Investment Advisory firm - (4/5/2016 Terminated)Rhode Island
Registered Investment Advisory firm - (4/5/2016 Terminated)Texas
Registered Investment Advisory firm - (4/5/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11 East Street, Franklin, MA 02038
Mailing Address
Phone number
(508) 528-9366
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,657 |
| AUM (Assets Under Management) | $ 435,738,200 |
Red Flags
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Company Information
BYRNE FINANCIAL FREEDOM, LLC
CRD#: 167893Fort Myers, FL 33913TRUST BUT VERIFY
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