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Jessica Renee Thayer

UNIQUE WEALTH, LLC·CLEARWATER, Florida
Unclaimed Profile
311 PARK PLACE BLVD N, CLEARWATER, FL 33759CRD# 4696148Firm CRD# 312462
01

About

Jessica Renee Thayer is a registered financial advisor based in CLEARWATER, Florida, affiliated with UNIQUE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
UNIQUE WEALTH, LLC
UNIQUE WEALTH, LLC
AUM
$626M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at UNIQUE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4696148
Firm CRD# 312462
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jessica Renee Thayer offer?
Jessica Renee Thayer specializes in Financial Planning, Investment Management. Contact their office in CLEARWATER, Florida for a consultation.
What are Jessica Renee Thayer's credentials?
Jessica Renee Thayer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jessica Renee Thayer located?
Jessica Renee Thayer is based in CLEARWATER, Florida, working with UNIQUE WEALTH, LLC. Their office serves clients in the CLEARWATER metropolitan area and surrounding communities.
How does Jessica Renee Thayer charge for services?
Jessica Renee Thayer'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 UNIQUE WEALTH, LLC?
UNIQUE WEALTH, LLC has approximately 10 employees and manages $626M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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