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JP

Jessica L. Pratt

WYOU FINANCIAL STRATEGIES
CASPER, WY 82601
Some features on this profile are disabled
CRD#: 7164011
JP

Professional summary

Jessica Lynn Pratt, who also goes by Jessica Chaska, is a registered financial advisor currently at WYOU FINANCIAL STRATEGIES, LLC located in Casper, Wyoming.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jessica has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jessica Chaska

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 PRATT, 643 S DURBIN ST, CASPER, WY 82601 CATEGORY: NOTARY PUBLIC INVESTMENT RELATED: NO TITLE: NOTARY PUBLIC DUTIES: NOTARIZE DOCUMENTS START DATE: 11/2021 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Lynn Pratt'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®
None

Experience

Current

March 22, 2023 - Present

WYOU FINANCIAL STRATEGIES, LLC

Office #1: 254 N. Center Street Suite 1a, Casper, WY 82601
RIA
CRD#: 325159
CASPER, WY
Past

November 14, 2022 - December 7, 2022

OSAIC FA, INC.

RIA
CRD#: 3978
CASPER, WY
Past

July 20, 2021 - December 7, 2022

OSAIC FA, INC.

BD
CRD#: 3978
CASPER, WY
Past

November 22, 2019 - July 19, 2021

NYLIFE SECURITIES LLC

BD
CRD#: 5167
CASPER, WY

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
Wyoming
(3/22/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/7/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/30/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 11/22/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/16/2019
Securities Industry Essentials Examination

Current Firm

WF
WYOU FINANCIAL STRATEGIES, LLC
WYOU FINANCIAL STRATEGIES, LLC

CRD#: 325159 / SEC#:

Wyoming
Registered Investment Advisory firm - (3/22/2023 Approved)
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Contact information

Main Address
254 N. Center Street Suite 1a, Casper, WY 82601
Mailing Address
Phone number
(406) 939-3254
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information

WYOU FINANCIAL STRATEGIES, LLC

CRD#: 325159Casper, WY 82601

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