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Jessica Lynn Pratt

WYOU FINANCIAL STRATEGIES
CASPER, WY
·CRD# 7164011·7 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jessica Chaska

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

7 years in the financial services industry

Current & Past Employments

WYOU FINANCIAL STRATEGIES, LLC·CRD# 325159
RIA
254 N. Center Street Suite 1a, Casper, WY 82601
March 22, 2023 - Present
OSAIC FA, INC.·CRD# 3978
RIA
Casper, WY
November 14, 2022 - December 7, 2022
OSAIC FA, INC.·CRD# 3978
BD
Casper, WY
July 20, 2021 - December 7, 2022
NYLIFE SECURITIES LLC·CRD# 5167
BD
Casper, WY
November 22, 2019 - July 19, 2021

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Current Firm

WF
WYOU FINANCIAL STRATEGIES, LLC

WYOU FINANCIAL STRATEGIES, LLC

CRD#: 325159
Wyoming
Registered Investment Advisory firm - Wyoming (3/22/2023 Approved)

Contact Information

Main Address

254 N. Center Street Suite 1a, Casper, WY 82601

Phone Number

(406) 939-3254

# of Employees

1

Documents

Latest Form ADV
0

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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

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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.
IAR
Wyoming
(3/22/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2022About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2019About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 2019About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Nov 2019About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jessica Lynn Pratt's CRS (Customer Relationship Summary).

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JP
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