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Jessica Lynne Wallace

FINANCIAL MANAGEMENT, INC.·LITTLE ROCK, Arkansas
Series 65Clean record9 years registeredFINANCIAL MANAGEMENT, INC.
10809 EXECUTIVE CENTER DRIVE, LITTLE ROCK, AR 72211CRD# 5746534Firm CRD# 108350

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jessica Lynne Wallace · LITTLE ROCK, AR
Registration
CRD #5746534 · FINANCIAL MANAGEMENT, INC. · 9 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL MANAGEMENT, INC.
Jan 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 3, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL MANAGEMENT, INC.
CRD 108350 · SEC 801-126707
AUM
$118M
Regulatory assets under management
Employees
4
347 client accounts
Services offered by FINANCIAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINANCIAL MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Jessica Lynne Wallace offer?
Jessica Lynne Wallace specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LITTLE ROCK, Arkansas for a consultation.
What are Jessica Lynne Wallace's credentials?
Jessica Lynne Wallace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jessica Lynne Wallace located?
Jessica Lynne Wallace is based in LITTLE ROCK, Arkansas, working with FINANCIAL MANAGEMENT, INC.. Their office serves clients in the LITTLE ROCK metropolitan area and surrounding communities.
How does Jessica Lynne Wallace charge for services?
Jessica Lynne Wallace's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL MANAGEMENT, INC.?
FINANCIAL MANAGEMENT, INC. has approximately 4 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FINANCIAL MANAGEMENT, INC.

Harold Franklin Grubbs
LITTLE ROCK, AR
Brandon Heath Grubbs
LITTLE ROCK, AR

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