Jessica Rose Koch-chavez
Investment adviser representative at Commonwealth Financial Network
15 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Bailey & Beatty Financial ServicesJan 2019 to now
- Commonwealth Financial NetworkJan 2019 to now
- Mill Road CapitalJun 2018 to Dec 2018
- Raymond James Financial Services Advisors Inc.Apr 2016 to Jun 2018
- Raymond James Financial Services, Inc.Mar 2016 to Jun 2018
- Union Savings BankMay 2011 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CT).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 6544854
- Firm CRD
- 8032