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Jessica Lynn Giannola

Investment adviser representative at American Century Investments Private Client Group, Inc.
21 yearsExperience
3 statesRegistered in
$2.3BFirm assets
8 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

21 years in the industry.

  1. American Century Investments Private Client Group, Inc.Jul 2024 to now
  2. American Century Investment Services, Inc.Jan 2005 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 3 states (KS, MO, TX).

American Century Investments Private Client Group, Inc.

$2.3BAssets managed
4,107Clients
62Advisers
8 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
4819978
Firm CRD
290043
Advisor's SEC record (opens in a new tab)
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