JJ
Jessica Jones
SUCCESS WEALTH MANAGEMENT LLC
VENTURA, CA 93003
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CRD#: 7233562
JJ
Professional summary
Jessica Jones, who also goes by Jessica Jones Thiele, is a registered financial advisor currently at SUCCESS WEALTH MANAGEMENT LLC located in Ventura, California.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jessica has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jessica Jones Thiele
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) INDEPENDENT AGENT DBA AMERICAN LEGACY SOLUTIONS; VENTURA, CA; INVESTMENT RELATED; INSURANCE SALES/MANAGEMENT; SALES MANAGER/INSURANCE AGENT; START 11/2014; APPROXIMATELY 75% OF TIME SPENT IN THIS PRACTICE. 2) REBEL WOMEN WEALTH INC.; NOT INV REL; VENTURA, CA; OWNER/CEO; FENG SHUI & MINDSET CONSULTATION/COACHING; START 8/2019; APPROX 10 HRS/MONTH SPENT IN THIS BUSINESS PRACTICE
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Jones'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
March 26, 2020 - Present
SUCCESS WEALTH MANAGEMENT LLC
Office #1: 5808 Telephone Road Suite 200, Ventura, CA 93003RIA
CRD#: 299094
VENTURA, CA
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".
SW
SUCCESS WEALTH MANAGEMENT LLC
SUCCESS WEALTH MANAGEMENT | SUCCESS WEALTH MANAGEMENT, LLC | SUCCESS WEALTH MANAGEMENT LLC
CRD#: 299094 / SEC#: 801-129100
RIA
Registered Investment Advisory firm - (11/30/2023 Approved)California
Registered Investment Advisory firm - (1/4/2024 Terminated)Florida
Registered Investment Advisory firm - (12/5/2023 Terminated)Indiana
Registered Investment Advisory firm - (12/6/2023 Terminated)Iowa
Registered Investment Advisory firm - (12/5/2023 Terminated)Kansas
Registered Investment Advisory firm - (12/5/2023 Terminated)Massachusetts
Registered Investment Advisory firm - (12/5/2023 Terminated)Michigan
Registered Investment Advisory firm - (12/11/2023 Terminated)Missouri
Registered Investment Advisory firm - (12/5/2023 Terminated)New York
Registered Investment Advisory firm - (12/5/2023 Terminated)North Carolina
Registered Investment Advisory firm - (12/5/2023 Terminated)Ohio
Registered Investment Advisory firm - (12/5/2023 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/5/2023 Terminated)Rhode Island
Registered Investment Advisory firm - (12/7/2023 Terminated)South Carolina
Registered Investment Advisory firm - (12/5/2023 Terminated)Texas
Registered Investment Advisory firm - (12/5/2023 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
California(3/26/2020)
IAR
Louisiana(5/3/2024)
Current Firm
SW
SUCCESS WEALTH MANAGEMENT LLC
SUCCESS WEALTH MANAGEMENT | SUCCESS WEALTH MANAGEMENT, LLC | SUCCESS WEALTH MANAGEMENT LLC
CRD#: 299094 / SEC#: 801-129100
RIA
Registered Investment Advisory firm - (11/30/2023 Approved)California
Registered Investment Advisory firm - (1/4/2024 Terminated)Florida
Registered Investment Advisory firm - (12/5/2023 Terminated)Indiana
Registered Investment Advisory firm - (12/6/2023 Terminated)Iowa
Registered Investment Advisory firm - (12/5/2023 Terminated)Kansas
Registered Investment Advisory firm - (12/5/2023 Terminated)Massachusetts
Registered Investment Advisory firm - (12/5/2023 Terminated)Michigan
Registered Investment Advisory firm - (12/11/2023 Terminated)Missouri
Registered Investment Advisory firm - (12/5/2023 Terminated)New York
Registered Investment Advisory firm - (12/5/2023 Terminated)North Carolina
Registered Investment Advisory firm - (12/5/2023 Terminated)Ohio
Registered Investment Advisory firm - (12/5/2023 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/5/2023 Terminated)Rhode Island
Registered Investment Advisory firm - (12/7/2023 Terminated)South Carolina
Registered Investment Advisory firm - (12/5/2023 Terminated)Texas
Registered Investment Advisory firm - (12/5/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11676 Perry Highway Suite 1207, Wexford, PA 15090
Mailing Address
Phone number
(724) 934-8128
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (21 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 937 |
| AUM (Assets Under Management) | $ 66,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SUCCESS WEALTH MANAGEMENT LLC
CRD#: 299094Ventura, CA 93003TRUST BUT VERIFY
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