Jessica Han
Investment adviser representative at Nest Egg
10 yearsExperience
1 stateRegistered in
$131.7MFirm assets
9 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Nest EggSep 2026 to now
- Nest Investments Bd LLCSep 2026 to now
- Nest Investments LLCSep 2026 to now
- Cetera Investment Advisers LLCFeb 2019 to Sep 2026
- Cetera Investment Services LLCAug 2018 to Sep 2026
- Flushing BankSep 2016 to Sep 2026
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
Nest Egg
Legal name: Nest Investments LLC
$131.7MAssets managed
2,832Clients
11Advisers
9 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
- 7006085
- Firm CRD
- 286024