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JK

Jessica L. Koebel

FORTUNE FINANCIAL SERVICES
Charleston, SC 29406
Some features on this profile are disabled
CRD#: 7320354
JK

Professional summary

Jessica Lauren Koebel is a registered financial professional currently at FORTUNE FINANCIAL SERVICES, INC. located in Charleston, South Carolina.

Jessica is registered as a RR (Registered Representative) and started their career in finance in 2021. Jessica has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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. Koebel Investment & Financial Services-Y-Summerville, SC-DBA for securities business-09/2021-Registered Rep-40-40-Financial Planning and investment products sales. 2. Koebel Investment & Financial Services-Y-Summerville, SC- Fixed insurance business- Agent- 11/2021- 0- 0- Independent fixed insurance business.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jessica Lauren Koebel's CRS (Customer Relationship Summary).
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

September 17, 2025 - Present

FORTUNE FINANCIAL SERVICES, INC.

Office #1: 5900 Core Road Suite 201, Charleston, SC 29406
BD
CRD#: 42150
Charleston, SC
Past

September 10, 2021 - August 15, 2025

BFC PLANNING, INC.

RIA
CRD#: 119682
Summerville, SC
Past

March 26, 2021 - August 15, 2025

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
Summerville, SC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Alabama
(9/17/2025)
RR
Florida
(9/17/2025)
RR
Georgia
(9/17/2025)
RR
Kentucky
(9/17/2025)
RR
Maryland
(11/3/2025)
RR
New York
(9/17/2025)
RR
North Carolina
(9/17/2025)
RR
South Carolina
(9/17/2025)
RR
Tennessee
(9/17/2025)
RR
Texas
(9/17/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/11/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/26/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/24/2020
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

FF
FORTUNE FINANCIAL SERVICES, INC.
FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150 / SEC#: , 8-49727

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
3582 Brodhead Road Suite 202, Monaca, PA 15061
Mailing Address
P.o. Box 238, Monaca, PA 15061
Phone number
(724) 846-2488
Established
Pennsylvania since 10/21/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
DANIELS, BLAKE WILLIAMCHAIRMAN OF THE BOARD; SECRETARY;TREASURER;CFO1285106
DANIELS, BRIAN LEEOWNER1213561
BENTLEY, GREGORY JOHNPRESIDENT, CHIEF EXECUTIVE OFFICER705379
PINTARIC, WILLIAM RICHARD JRCHIEF COMPLIANCE OFFICER
WHITENACK, MITCH LEECHIEF OPERATIONS OFFICER, FINOP, PFO, POO4794021

Disclosures

Regulatory Event4

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.

Company Information

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150Charleston, SC 29406

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