JP
JP

Jessica Marie Preville

6 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
30 advisors
Number of Clients
2,794 clients
Average Client Portfolio
$460K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

4 Executive Park Drive, Clifton Park, NY, 12065

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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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Other Business Activities

Jessica works as a waitress at the Desmond Hotel and Conference Center, dedicating approximately 30 hours per week. She also does data entry for Dave Kobylar CPA for a few hours per week during tax season.

Employment History
Current Registrations
Tsa Management INC
January 2020 - Present · 6 yrs 1 mo
Halliday Financial, LLC
October 2019 - Present · 6 yrs 4 mos
Halliday Financial, LLCBroker
October 2019 - Present · 6 yrs 4 mos
State Registrations8 states
FLINNCNJNYORTNWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.