Jessica A. Scola

SOUND VIEW FINANCIAL ADVISORS

Walpole, MA 02081-1802

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CRD#: 7807021

Professional summary

Jessica Aiken Scola, who also goes by Jessica Scola, is a registered financial advisor currently at SOUND VIEW FINANCIAL ADVISORS located in Walpole, Massachusetts.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jessica has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jessica Scola

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Aiken Scola'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 23, 2024 - Present

SOUND VIEW FINANCIAL ADVISORS

Office #1: 128 School Street, Walpole, MA 02081-1802

RIA

CRD#: 154732

Walpole, MA

Past

September 25, 2023 - August 29, 2024

MONTIS FINANCIAL, LLC

RIA

CRD#: 163986

WALTHAM, MA

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

Massachusetts
(9/23/2024)

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: 9/5/2023

Uniform Investment Adviser Law Examination

Current Firm

SOUND VIEW FINANCIAL ADVISORS

BROWN, SUSAN H. | SOUND VIEW FINANCIAL ADVISORS

CRD#: 154732 / SEC#:

Massachusetts

Registered Investment Advisory firm - (9/9/2010 Approved)

Texas

Registered Investment Advisory firm - (9/26/2022 Conditional Restricted)

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Contact information

Main Address

128 School Street, Walpole, MA 02081-1802

Mailing Address

Phone number

(508) 921-3533

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	95
AUM (Assets Under Management)	$ 41,947,646

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jessica A. Scola

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Aiken Scola's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOUND VIEW FINANCIAL ADVISORS

MONTIS FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/5/2023

Current Firm

SOUND VIEW FINANCIAL ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SOUND VIEW FINANCIAL ADVISORS

TRUST BUT VERIFY

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