Jessica Tsui
Investment adviser representative at Florida Financial Advisors, LLC
10 yearsExperience
2 statesRegistered in
$456.1MFirm assets
3 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Trinity Wealth Securities, LLCMar 2025 to now
- Florida Financial Advisors, LLCOct 2024 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsOct 2024 to now
- UnemployedMay 2024 to Oct 2024
- ZaraFeb 2024 to May 2024
- SeafMay 2023 to Aug 2023
- 7 ElevenApr 2022 to Jun 2022
- CaaavJun 2021 to Aug 2022
- Suny AlbanyAug 2020 to May 2024
- Legal Aid SocietyJun 2020 to Aug 2020
- Taco Bell CantinaDec 2018 to Apr 2020
- High School for Health Professions and Human ServicesSep 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, VA).
Florida Financial Advisors, LLC
$456.1MAssets managed
3,005Clients
842Advisers
3 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
- 7995050
- Firm CRD
- 288811