Jessica M. Metso

ARKAGOS ADVISORS & ASSET MANAGEMENT

Matthews, NC

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CRD#: 7330532

Professional summary

Jessica Maria Metso, who also goes by Jessica Metso, is a registered financial advisor currently at ARKAGOS ADVISORS & ASSET MANAGEMENT, INC. located in Matthews, North Carolina.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jessica has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jessica Metso

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.

Insurance Sales. Jessica Metso Sole Proprietor OBA. 3809 Franklin Meadows Drive, Matthews, NC 28105. Insurance Producer. Start Date of January 1, 2021. 4 hours per month devoted to business, with no hours during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Maria Metso'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

September 14, 2022 - Present

ARKAGOS ADVISORS & ASSET MANAGEMENT, INC.

RIA

CRD#: 315366

Matthews, NC

Past

January 20, 2021 - December 16, 2021

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

Alexandria, VA

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

North Carolina
(9/14/2022)

IAR

Texas
(9/14/2022)

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

State Security Law Exam

IAR

Series 65

Date: 12/17/2020

Uniform Investment Adviser Law Examination

Current Firm

ARKAGOS ADVISORS & ASSET MANAGEMENT, INC.

ARKAGOS ADVISORS | ARKAGOS ADVISORS, INC. | ARKAGOS ADVISORS & ASSET MANAGEMENT, INC.

CRD#: 315366 / SEC#:

Florida

Registered Investment Advisory firm - (10/15/2024 Approved)

Maryland

Registered Investment Advisory firm - (2/28/2022 Approved)

North Carolina

Registered Investment Advisory firm - (9/30/2021 Approved)

Texas

Registered Investment Advisory firm - (9/29/2021 Approved)

Virginia

Registered Investment Advisory firm - (9/27/2021 Approved)

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Contact information

Main Address

218 N Lee St Ste 316, Alexandria, VA 22314

Mailing Address

Phone number

(703) 535-5921

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	260
AUM (Assets Under Management)	$ 47,272,967

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.

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Jessica M. Metso

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Maria Metso's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARKAGOS ADVISORS & ASSET MANAGEMENT, INC.

BROOKSTONE CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/17/2020

Current Firm

ARKAGOS ADVISORS & ASSET MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ARKAGOS ADVISORS & ASSET MANAGEMENT, INC.

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