Jessica Perkins
Advisor at Heritage Financial Counselors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Heritage Financial Counselors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bedminster, NJ 07921
Credentials
CFP®
Industry experience
3 years
Jessica Perkins is a CFP® professional with six years at Heritage Financial Counselors, LLC and a total of three years in the financial industry. Prior to joining Heritage, she worked at Johnson & Wales University and Bridgewater-Raritan High School. Heritage Financial Counselors serves individuals, couples, and families, including high-net-worth clients, providing comprehensive financial planning and investment management. The firm emphasizes a non-discretionary investment approach tailored to client goals, primarily using ETFs and low-cost mutual funds.
Based on Heritage Financial Counselors, LLC
Based on Heritage Financial Counselors, LLC
Flat fee basis for financial planning and consulting services, up to $15,000
Up to 2% annually
Minimum fee: Financial planning flat fees will not exceed $15,000; retainer up to $1,200 when services cannot be rendered within 6 months
442 Main Street (Route 202)
Bedminster, NJ 07921
New Jersey
Heritage Financial Counselors, LLC
2020 - Present (6 years)
Johnson & Wales University
2018 - 2020 (2 years)
Bridgewater-Raritan High School
2014 - 2018 (4 years)
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Lawyer
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