Jessica Reese
Advisor at Edward Jones
Updated today
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.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Divorce financial planning
General estate planning guidance
Charitable giving & philanthropy
Wealth management
ESG / Sustainable investing
Demographic focus
Religious/faith focused
Values-based investing
Work history
Edward Jones
2024 - Present (2 years)
Poshmark, Inc
2022 - 2023 (1 year)
Raymond James & Associates, Inc.
2021 - 2023 (2 years)
Synovus
2021 - 2021 (1 year)
Follett Corporation
2020 - 2021 (1 year)
GA Southwestern Office of Recruitment & Admissions
2019 - 2020 (1 year)
SafEnvirons
2019 - 2020 (1 year)
FlexTec
2017 - 2018 (1 year)
GA Southwestern Office of Recruitment & Admissions
2017 - 2019 (2 years)
Salem United Methodist Church
2016 - 2021 (5 years)
Star Power
2016 - 2018 (2 years)
Sam Reese Bookkeeping
2015 - 2020 (5 years)
Schley County School System
2002 - 2016 (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Kyle K
Series 66
Cordele, GA
Edward Jones
Robert S
Series 66
Cordele, GA
LVZ, Inc.
Richard S
Series 63, Series 65
Cordele, GA
Kestra Private Wealth Services, LLC
Jynnifer B
Series 63, Series 66
Cordele, GA
Kestra Private Wealth Services, LLC
Albert S
CFP®, ChFC®, Series 66
Cordele, GA
Edward Jones
Jeffery W
Series 66
Cordele, GA
Edward Jones
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