Unclaimed Profile

Jessica Renee Neuman

STOCKMAN WEALTH MANAGEMENT, INC.·BILLINGS, Montana

Series 65Clean record3 years registeredSTOCKMAN WEALTH MANAGEMENT, INC.

402 N. BROADWAY, BILLINGS, MT 59101CRD# 4450464Firm CRD# 122166

Profile Verification

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

Identity

Jessica Renee Neuman · BILLINGS, MT

Registration

CRD #4450464 · STOCKMAN WEALTH MANAGEMENT, INC. · 3 years registered

Brand Profile

Not yet started

Career History

INVESTMENT MANAGEMENT GROUP

Sep 2022 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 1, 2022

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STOCKMAN WEALTH MANAGEMENT, INC.

CRD 122166 · SEC 801-61567

AUM

$4.8B

Regulatory assets under management

Employees

2,303 client accounts

Services offered by STOCKMAN WEALTH 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 STOCKMAN WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Jessica Renee Neuman offer?

Jessica Renee Neuman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BILLINGS, Montana for a consultation.

What are Jessica Renee Neuman's credentials?

Jessica Renee Neuman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jessica Renee Neuman located?

Jessica Renee Neuman is based in BILLINGS, Montana, working with STOCKMAN WEALTH MANAGEMENT, INC.. Their office serves clients in the BILLINGS metropolitan area and surrounding communities.

How does Jessica Renee Neuman charge for services?

Jessica Renee Neuman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STOCKMAN WEALTH MANAGEMENT, INC.?

STOCKMAN WEALTH MANAGEMENT, INC. has approximately 31 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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