Jessica Estes-Fleischmann has been an investment adviser representative at Sarver Vrooman Wealth Advisors since February 2025, and is not listed among the firm’s executive officers or direct owners.
Sarver Vrooman Wealth Advisors LLC is a Kansas City, MO firm with $452M under management, 296 clients and 4 advisers in one office, as of its April 2026 filing.
Jessica Estes-Fleischmann’s longest registration was 6 years at Wells Fargo Clearing Services, LLC (2013–2019). Before joining Sarver Vrooman Wealth Advisors in 2025, Jessica Estes-Fleischmann was registered through Wells Fargo Advisors and Wells Fargo Clearing Services, LLC.
- – present · 1 yearKansas City, MO · Adviser representative · Firm CRD 332699
- Wells Fargo Advisors– · 5 yearsKansas City, MO · Adviser representative · Firm CRD 11025
- Wells Fargo Clearing Services, LLC– · 6 yearsMission Woods, KS · Adviser representative · Firm CRD 19616
- RBC Capital Markets, LLC– · 4 yearsLeawood, KS · Adviser representative · Firm CRD 31194
- UBS Financial Services Inc.– · under a yearKansas City, MO · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Jessica Estes-Fleischmann is registered as an investment adviser representative in 2 states. Each was approved in February 2025.
- MissouriSince 24 February 2025
- TexasSince 24 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 February 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 February 2004 |
| Series 7 | General Securities Representative Examination | 24 April 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jessica Marie Estes-Fleischmann
- CRD
- 4754150
- Firm
- Sarver Vrooman Wealth Advisors · CRD 332699
- Office
- 9237 WARD PARKWAY, SUITE 320, Kansas City, MO 64114
- Registration
- Investment adviser registration
- In the industry since
- February 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Jessica Estes-Fleischmann work?
Jessica Estes-Fleischmann is an investment adviser representative registered through Sarver Vrooman Wealth Advisors LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jessica Estes-Fleischmann a financial advisor?
Yes. Jessica Estes-Fleischmann has a current investment-adviser registration in Missouri and Texas, through Sarver Vrooman Wealth Advisors since February 2025.
How many years of experience does Jessica Estes-Fleischmann have?
Jessica Estes-Fleischmann has 22 years in the financial industry, since February 2004, across 5 adviser firms.
What exams has Jessica Estes-Fleischmann passed?
Jessica Estes-Fleischmann has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in April 2003. FINRA credited Jessica Estes-Fleischmann with the SIE, which began in October 2018.
Where did Jessica Estes-Fleischmann work before Sarver Vrooman Wealth Advisors?
Before Sarver Vrooman Wealth Advisors, Jessica Estes-Fleischmann was registered through Wells Fargo Clearing Services, LLC, May 2013 to August 2019; RBC Capital Markets, LLC, April 2009 to June 2013; UBS Financial Services Inc., February 2009 to April 2009.
Where is Jessica Estes-Fleischmann based?
Jessica Estes-Fleischmann’s registered office is in Kansas City, MO.
Is Jessica Estes-Fleischmann registered with FINRA?
No. Jessica Estes-Fleischmann has no current broker registration.
How can I verify Jessica Estes-Fleischmann’s record?
Search CRD 4754150 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jessica Estes-Fleischmann’s full registration record.