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Jessica Lynn Hoelscher

UNEST ADVISERS, LLC·NORTH HOLLYWOOD, California
SIE, Series 4, Series 7, Series 7TO, Series 9, Series 10, Series 24, Series 66Clean record16 years registeredUNEST ADVISERS, LLC
5161 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91601CRD# 5584824Firm CRD# 308125

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jessica Lynn Hoelscher · NORTH HOLLYWOOD, CA
Registration
CRD #5584824 · UNEST ADVISERS, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

WEALTHFRONT ADVISERS LLC
Feb 2025 – present
WEALTHFRONT BROKERAGE LLC
Mar 2024 – present
CHARLES SCHWAB & CO., INC.
Jan 2010 – Dec 2010
PHOENIX, AZ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 7TO
Series 9
Series 10
Series 24
Series 66
Registration record
First registered · January 29, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
UNEST ADVISERS, LLC
CRD 308125 · SEC 801-118574
AUM
$26M
Regulatory assets under management
Employees
4
20,068 client accounts
Services offered by UNEST ADVISERS, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at UNEST ADVISERS, LLC →
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05

Frequently Asked Questions

What services does Jessica Lynn Hoelscher offer?
Jessica Lynn Hoelscher specializes in Investment Management. Contact their office in NORTH HOLLYWOOD, California for a consultation.
What are Jessica Lynn Hoelscher's credentials?
Jessica Lynn Hoelscher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jessica Lynn Hoelscher located?
Jessica Lynn Hoelscher is based in NORTH HOLLYWOOD, California, working with UNEST ADVISERS, LLC. Their office serves clients in the NORTH HOLLYWOOD metropolitan area and surrounding communities.
How does Jessica Lynn Hoelscher charge for services?
Jessica Lynn Hoelscher's firm is compensated through other: discretionary acct fee; membership fee to affiliate. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNEST ADVISERS, LLC?
UNEST ADVISERS, LLC has approximately 4 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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NORTH HOLLYWOOD, CA
Michael Doniger
NORTH HOLLYWOOD, CA
Michael Bryant Massey
NORTH HOLLYWOOD, CA

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