Jessica Galvin Pariser
Investment adviser representative at Galvin, Gaustad & Stein, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4BFirm 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
11 years in the industry.
- Galvin, Gaustad & Stein, LLCJul 2018 to now
- The Vanguard Group, IncJun 2015 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (AZ, CO).
Galvin, Gaustad & Stein, LLC
$1.4BAssets managed
856Clients
8Advisers
16 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
- 6518954
- Firm CRD
- 153410