Jessica Glenda Alpers

5 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Wealthshield Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

1,140 clients

Average Client Portfolio

$948K average

Assets Under Management

$1.1B

Fee Structure

Financial Planning:Included in AUM fee

Location

2500 Regency Parkway, Cary, NC, 27518

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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

Wealthshield Partners, LLC

December 2022 - Present · 3 yrs 2 mos

Previous Registrations

Atlantic Private Wealth, LLC

May 2021 - October 2022 · 1 yr 5 mos

Goldman Sachs Personal Financial Management

October 2020 - May 2021 · 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.