Jessica Martin
Investment adviser representative at Fiscal Wisdom Wealth Management LLC
7 yearsExperience
1 stateRegistered in
$386MFirm assets
6 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
7 years in the industry.
- Fiscal Wisdom Wealth Management LLCAug 2020 to now
- UnemployedJun 2020 to Aug 2020
- BeachbodyApr 2014 to Nov 2019
- Edward JonesFeb 2013 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CT).
Fiscal Wisdom Wealth Management LLC
$386MAssets managed
2,828Clients
11Advisers
6 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
- 6161658
- Firm CRD
- 168299