Jessica Ann Paretta
Investment adviser representative at LPL Financial LLC
12 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
12 years in the industry.
- First Commonwealth Federal Credit UnionSep 2025 to now
- LPL Financial LLCSep 2025 to now
- UnemployedMar 2025 to Sep 2025
- Nationwide FinancialJan 2023 to Mar 2025
- UnemployedOct 2022 to Jan 2023
- Royal Alliance Associates, Inc.May 2021 to Oct 2022
- MassmutualMay 2019 to May 2021
- MML Investors ServicesMay 2019 to May 2021
- Horace Mann CompaniesNov 2018 to May 2019
- Horace Mann Investors, Inc.Nov 2018 to May 2019
- Cuso Financial Services, L.P.Sep 2017 to Oct 2018
- Mueller Services, Inc.Jul 2017 to Sep 2017
- UnemployedJul 2017 to Sep 2017
- Kruml Law Office, P.C., L.L.O.May 2017 to Jun 2017
- Oasis Outsourcing/pennwood Financial GroupDec 2014 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6429528
- Firm CRD
- 6413