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Jessica Neuman

Managing Director at Stockman Wealth Management in Missoula, MT

Investment adviser registrationUpdated

Jessica Neuman is Managing Director of Stockman Wealth Management, Inc., an investment adviser managing $5.24B, and works from its Missoula, MT office. Jessica Neuman has been registered as an investment adviser representative through Stockman Wealth Management since 1 September 2022, has 4 years in the industry across 1 firm and has passed the Series 65.

4
Years in industry
4
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Jessica Neuman has been Managing Director of Stockman Wealth Management since February 2022, is a control person of the firm and directly owns under 5% of it.

Stockman Wealth Management, Inc. is a Billings, MT firm with $5.24B under management, 1,532 clients and 23 advisers across 9 offices, as of its July 2026 filing.

  1. Investment Management GroupCurrent
    – present · 4 years
    Missoula, MT · Adviser representative · Firm CRD 122166

Credentials and registrations

Investment adviser representative registrations

Jessica Neuman is registered as an investment adviser representative in Montana, since September 2022.

  • MontanaSince 1 September 2022

Examinations

Series 6531 August 2022
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Jessica Renee Neuman
CRD
4450464
Firm
Stockman Wealth Management · CRD 122166
Role
Managing Director
Office
321 West Broadway, Missoula, MT 59802
Registration
Investment adviser registration
In the industry since
August 2022
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jessica Neuman work?

Jessica Neuman has been Managing Director of Stockman Wealth Management, Inc. since February 2022, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 20 July 2026

Is Jessica Neuman a financial advisor?

Yes. Jessica Neuman has a current investment-adviser registration in Montana, through Stockman Wealth Management since September 2022.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Jessica Neuman have?

Jessica Neuman has 4 years in the financial industry, since August 2022, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Jessica Neuman passed?

Jessica Neuman passed the Series 65 in August 2022.

Source: IAPD individual record, checked 22 October 2026

Where is Jessica Neuman based?

Jessica Neuman’s registered office is in Missoula, MT.

Source: IAPD individual record, checked 22 October 2026

Is Jessica Neuman registered with FINRA?

No. Jessica Neuman has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Jessica Neuman’s record?

Search CRD 4450464 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jessica Neuman’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Stockman Wealth Management

Sources

  1. IAPD individual record, CRD 4450464, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Stockman Wealth Management, Inc., filed 20 July 2026. Title, control and ownership bands.
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