Jessica Lynn Bokhart
Investment adviser representative at Market Street Wealth Management Advisors, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$776MFirm 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 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
20 years in the industry.
- Market Street Wealth Management Advisors, LLCJun 2006 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IN).
Market Street Wealth Management Advisors, LLC
$776MAssets managed
427Clients
8Advisers
22 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
- 6415561
- Firm CRD
- 122212