Unclaimed Profile

Jessica Bonardi Espinoza

NFP RETIREMENT INC.·ALISO VIEJO, California

SIE, Series 7CFAClean record15 years registeredNFP RETIREMENT INC.

120 VANTIS, ALISO VIEJO, CA 92656CRD# 5103478Firm CRD# 121254

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jessica Bonardi Espinoza · ALISO VIEJO, CA

Registration

CRD #5103478 · NFP RETIREMENT INC. · 15 years registered

Brand Profile

Not yet started

Career History

WEALTHSPIRE RETIREMENT ADVISORY

Jan 2021 – present

KESTRA INVESTMENT SERVICES, LLC

Aug 2010 – present

KESTRA ADVISORY SERVICES, LLC

Apr 2016 – Jan 2021

BETHESDA, MD

NFP ADVISOR SERVICES, LLC

Feb 2015 – Sep 2016

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Registration record

First registered · August 30, 2010

Years registered · 15

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NFP RETIREMENT INC.

CRD 121254 · SEC 801-66107

AUM

$96.5B

Regulatory assets under management

Employees

219

5,514 client accounts

Services offered by NFP RETIREMENT INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NFP RETIREMENT INC. →

Introduction

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Frequently Asked Questions

What services does Jessica Bonardi Espinoza offer?

Jessica Bonardi Espinoza specializes in Financial Planning, Investment Management. Contact their office in ALISO VIEJO, California for a consultation.

What are Jessica Bonardi Espinoza's credentials?

Jessica Bonardi Espinoza holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jessica Bonardi Espinoza located?

Jessica Bonardi Espinoza is based in ALISO VIEJO, California, working with NFP RETIREMENT INC.. Their office serves clients in the ALISO VIEJO metropolitan area and surrounding communities.

How does Jessica Bonardi Espinoza charge for services?

Jessica Bonardi Espinoza'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 NFP RETIREMENT INC.?

NFP RETIREMENT INC. has approximately 219 employees and manages $96.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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