Jessica Renee Neuman
Investment adviser representative at Investment Management Group
10 yearsExperience
1 stateRegistered in
$5.2BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Investment Management GroupSep 2022 to now
- Stockman Wealth ManagementSep 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MT).
Investment Management Group
Legal name: Stockman Wealth Management, Inc.
$5.2BAssets managed
1,532Clients
25Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4450464
- Firm CRD
- 122166