Jessica Mae Repasi
Investment adviser representative at Sowell Management
10 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$4.8BFirm assets
Are you Jessica Mae Repasi? 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
Experience
10 years in the industry.
- Sowell ManagementNov 2024 to now
- Purshe Kaplan Sterling InvestmentsNov 2024 to now
- Sowell Management Services dba Wealth Management PartnersNov 2024 to now
- Ic Advisory Services, Inc.Sep 2022 to Nov 2024
- The Investment Center, Inc.Apr 2022 to Nov 2024
- Inner Alpha FitnessSep 2018 to Apr 2022
- Lee, Sipe & AssociatesSep 2018 to Dec 2018
- N/aMay 2018 to Sep 2018
- Comprehensive Financial SolutionsJun 2017 to Nov 2017
- Salisbury UniversityAug 2016 to May 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MD).
Sowell Management
Legal name: Sowell Financial Services, LLC
$4.8BAssets managed
6,624Clients
102Advisers
21 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
- 6428687
- Firm CRD
- 127145