Jessica Marie Scott
Investment adviser representative at Peak Planning Group, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$710MFirm 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
Experience
11 years in the industry.
- Peak Planning Group, LLCMar 2024 to now
- Robert W. Baird & Co. IncorporatedFeb 2023 to Mar 2024
- Eagle Strategies LLCDec 2022 to Feb 2023
- Nylife Securities LLCSep 2022 to Feb 2023
- LegacypcsMar 2022 to Feb 2023
- Brown AdvisoryMar 2018 to Mar 2022
- Bb&tAug 2015 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
Peak Planning Group, LLC
$710MAssets managed
838Clients
8Advisers
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
- 7521361
- Firm CRD
- 289891