Jessica Marrinan has been an investment adviser representative at Wealth Advisors since February 2024, and is not listed among the firm’s executive officers or direct owners. Jessica Marrinan studied at The Ohio State University.
Wealth Advisors, LLC is a Springboro, OH firm with $202M under management, 272 clients and 3 advisers in one office, as of its February 2026 filing.
Jessica Marrinan is Client Advisory Consultant of McCarthy Wealth & Tax Advisors. Marrinan serves as an Account Manager and Tax Preparer at the firm and has more than 13 years of experience in the financial services industry.
- – present · 2 yearsSpringboro, OH · Adviser representative · Firm CRD 135875
Investment adviser representative registrations
Jessica Marrinan is registered as an investment adviser representative in Ohio, since February 2024.
- OhioSince 14 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 February 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jessica Sarcyk Marrinan
- CRD
- 7872020
- Firm
- Wealth Advisors · CRD 135875
- Office
- 115 SOUTH MAIN STREET, Springboro, OH 45066
- Registration
- Investment adviser registration
- In the industry since
- February 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mccarthywealth.com
Where does Jessica Marrinan work?
Jessica Marrinan is an investment adviser representative registered through Wealth Advisors, LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jessica Marrinan a financial advisor?
Yes. Jessica Marrinan has a current investment-adviser registration in Ohio, through Wealth Advisors since February 2024.
How many years of experience does Jessica Marrinan have?
Jessica Marrinan has 2 years in the financial industry, since February 2024, across 1 adviser firm.
What exams has Jessica Marrinan passed?
Jessica Marrinan passed the Series 65 in February 2024.
Where is Jessica Marrinan based?
Jessica Marrinan’s registered office is in Springboro, OH.
Is Jessica Marrinan registered with FINRA?
No. Jessica Marrinan has no current broker registration.
How can I verify Jessica Marrinan’s record?
Search CRD 7872020 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jessica Marrinan’s full registration record.
