Jessica Cervinka
Advisor at Accurate Wealth Management, 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 Accurate Wealth Management, 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.
Firm
Accurate Wealth Management, LLC
Location
Glen Allen, VA 23060
Credentials
Series 65
Industry experience
7 years
Fixed fees for financial planning range between $1,000 and $100,000, depending on complexity
$250 per hour for financial planning services
20% performance fee annually in arrears on a high-water mark basis for certain strategies
Accurate Wealth Management
2025 - Present (1 year)
Accurate Capital and Wealth LLC
2023 - Present (3 years)
Accurate Capital and Wealth LLC
2018 - Present (8 years)
Reliant Retirement Corporation
2017 - Present (9 years)
Reliant Retirement LLC
2008 - 2017 (9 years)
Self Employed
1995 - 2018 (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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