Jessica C Malone
Investment adviser representative at Tlg Advisors, Inc.
31 yearsExperience
1 stateRegistered in
$2.3BFirm assets
25 yearsFirm in business
Are you Jessica C Malone? 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
- Pension consulting
- Seminars and workshops
Experience
31 years in the industry.
- Tlg Advisors, Inc.Jul 2023 to now
- The Leaders Group IncJul 2023 to now
- Fulton Insurance GroupDec 2020 to now
- Fulton Financial CorpDec 1995 to now
- Raymond James Financial Services Advisors, Inc.Jul 2021 to Jul 2023
- Raymond James Financial Services, Inc.Nov 2020 to Jul 2023
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Tlg Advisors, Inc.
$2.3BAssets managed
5,161Clients
298Advisers
25 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
- 7311604
- Firm CRD
- 111052