Jessica Jones has been an investment adviser representative at Success Wealth Management since March 2020, and is not listed among the firm’s executive officers or direct owners.
Success Wealth Management LLC is a Wexford, PA firm with $110M under management, 821 clients and 15 advisers across 15 offices, as of its September 2026 filing.
- – present · 6 yearsVentura, CA · Adviser representative · Firm CRD 299094
Investment adviser representative registrations
Jessica Jones is registered as an investment adviser representative in California, since March 2020.
- CaliforniaSince 26 March 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 May 2019 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7233562
- Firm
- Success Wealth Management · CRD 299094
- Office
- 5808 TELEPHONE ROAD, SUITE 200, Ventura, CA 93003
- Registration
- Investment adviser registration
- In the industry since
- March 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Jessica Jones work?
Jessica Jones is an investment adviser representative registered through Success Wealth Management LLC since March 2020, and is not listed among the firm’s executive officers or direct owners.
Is Jessica Jones a financial advisor?
Yes. Jessica Jones has a current investment-adviser registration in California, through Success Wealth Management since March 2020.
How many years of experience does Jessica Jones have?
Jessica Jones has 6 years in the financial industry, since March 2020, across 1 adviser firm.
What exams has Jessica Jones passed?
Jessica Jones passed the Series 65 in May 2019.
Where is Jessica Jones based?
Jessica Jones’ registered office is in Ventura, CA.
Is Jessica Jones registered with FINRA?
No. Jessica Jones has no current broker registration.
How can I verify Jessica Jones’ record?
Search CRD 7233562 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jessica Jones’ full registration record.
