Jessica Bonardi Espinoza
Investment adviser representative at Wealthspire Retirement Advisory
16 yearsExperience
2 statesRegistered in
CFADesignation
$38.6BFirm assets
Are you Jessica Bonardi Espinoza? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Wealthspire Retirement AdvisoryOct 2025 to now
- Kestra Investment Services, LLCAug 2010 to now
- Nfp Retirement, Inc.Jan 2021 to Oct 2025
- Kestra Financial Services, Inc.Apr 2016 to Jan 2021
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MD, PA).
Wealthspire Retirement Advisory
Legal name: Wealthspire Retirement, LLC
$38.6BAssets managed
7,532Clients
145Advisers
20 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
- 5103478
- Firm CRD
- 121254