Jessica Hoelscher

Wealthfront Advisers LLC

11 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & Coaching

Wealthfront Advisers LLC

Compensation

Fee-Only (AUM)

Firm Size

37 advisors

Number of Clients

386,244 clients

Average Client Portfolio

$93K average

Assets Under Management

$35.9B

Fee Structure

Minimum Investment:$500

Financial Planning:Included in AUM fee

Location

261 Hamilton Ave., Palo Alto, CA, 94301

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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.

Employment History

Current Registrations

Wealthfront Advisers LLC

February 2025 - Present · 1 yr

Wealthfront Brokerage LLC

March 2024 - Present · 1 yr 11 mos

Wealthfront Brokerage LLCBroker

March 2024 - Present · 1 yr 11 mos

Previous Registrations

Unest Securities, LLCBroker

March 2023 - March 2024 · 1 yr

LPL Financial LLCBroker

June 2017 - December 2018 · 1 yr 6 mos

TradekingBroker

September 2012 - May 2017 · 4 yrs 8 mos

Zecco Trading, INC.Broker

September 2012 - December 2012 · 3 mos

Charles Schwab & CO., INC.Broker

January 2010 - June 2012 · 2 yrs 5 mos

Charles Schwab & CO., INC.

January 2010 - December 2010 · 11 mos

401(k) Investment Services, INC.Broker

September 2008 - December 2008 · 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.