Jessica Rose Colston
Investment adviser representative at LPL Financial LLC
14 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- LPL Financial LLCApr 2026 to now
- Sagespring Wealth PartnersMay 2025 to Apr 2026
- Cetera Wealth Services, LLCOct 2019 to May 2025
- Carson GroupAug 2019 to May 2025
- Cetera Advisor Networks LLCAug 2019 to May 2025
- Hd Vest Investment ServicesDec 2012 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6147579
- Firm CRD
- 6413