Jessica Reese
Advisor at Edward Jones
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 Edward Jones
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
Cordele, GA 31015
Credentials
Series 66
Industry experience
4 years
Jessica Reese is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has prior experience at Raymond James & Associates and Poshmark, Inc., where she worked as an independent contractor reselling clothing and shoes online. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of financial advisors and branch offices.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
1106 16th Ave E Ste D
Cordele, GA 31015
Georgia
Edward Jones
2024 - Present (2 years)
Poshmark, Inc
2022 - 2023 (1 year)
Raymond James & Associates
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)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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