Jessica Eden Sicking
Investment adviser representative at Triad Wealth Partners, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Triad Wealth Partners, LLCOct 2025 to now
- Coppell Advisory Solutions LLCJul 2025 to now
- Sullivan Financial PartnersJul 2025 to now
- Sicking Safety SystemNov 2024 to Jun 2025
- Charles Schwab and Co., Inc.Dec 2022 to Oct 2024
- TD Ameritrade, IncJun 2017 to Jun 2024
- Fidelity Brokerage Services LLCNov 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Triad Wealth Partners, LLC
$1.5BAssets managed
3,896Clients
42Advisers
3 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
- 5319988
- Firm CRD
- 326523