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Jessica Nadine Clark

CAERUS INVESTMENT ADVISORS, LLC·WEST LAKE HILLS, Texas
Unclaimed Profile
311 LAUREL VALLEY ROAD, WEST LAKE HILLS, TX 78746CRD# 3147754Firm CRD# 171716
01

About

Jessica Nadine Clark is a registered financial advisor based in WEST LAKE HILLS, Texas, affiliated with CAERUS INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
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Firm Overview

Firm
CAERUS INVESTMENT ADVISORS, LLC
CAERUS INVESTMENT ADVISORS, LLC
AUM
$206M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CAERUS INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3147754
Firm CRD# 171716
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jessica Nadine Clark offer?
Jessica Nadine Clark specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WEST LAKE HILLS, Texas for a consultation.
What are Jessica Nadine Clark's credentials?
Jessica Nadine Clark is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jessica Nadine Clark located?
Jessica Nadine Clark is based in WEST LAKE HILLS, Texas, working with CAERUS INVESTMENT ADVISORS, LLC. Their office serves clients in the WEST LAKE HILLS metropolitan area and surrounding communities.
How does Jessica Nadine Clark charge for services?
Jessica Nadine Clark's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAERUS INVESTMENT ADVISORS, LLC?
CAERUS INVESTMENT ADVISORS, LLC has approximately 5 employees and manages $206M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WEST LAKE HILLS
Ryan Swagar — VENTURE51 LLCBrandon Zeuner — VENTURE51 LLCJustin Coy Jacobs — AVONDALE WEALTH MANAGEMENT LLCMichael Hoi-Ming Cheung — CAERUS INVESTMENT ADVISORS, LLCJoanne G Burks — AVONDALE WEALTH MANAGEMENT LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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