JM
JM

Jessica Moody

16 Years of Experience
Broker

Jessica Moody is a registered investment advisor at Northland Asset Management, based in Minneapolis, MN, with 16 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 785 clients with $360M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
38 advisors
IM Fee
Planning only
Assets Under Management
$359.9M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

150 South Fifth Street, Suite 3300, Minneapolis, MN, 55402

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Northland Asset Management
June 2012 - Present · 13 yrs 10 mos
Northland Securities, INC.Broker
February 2012 - Present · 14 yrs 2 mos
Previous Registrations
Northland Asset Management
March 2012 - June 2012 · 3 mos
Wells Fargo Advisors, LLCBroker
January 2011 - February 2012 · 1 yr 1 mo
Wells Fargo Advisors, LLC
January 2011 - February 2012 · 1 yr 1 mo
Wells Fargo Investments, LLC
April 2010 - January 2011 · 9 mos
Wells Fargo Investments, LLCBroker
April 2010 - January 2011 · 9 mos
Edward Jones
March 2008 - March 2009 · 1 yr
Edward JonesBroker
February 2008 - March 2009 · 1 yr 1 mo
State Registrations49 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.