Jessica Doll (CRD# 5969842) is an Investment Advisor Representative working at Reframe Wealth, LLC in Fairfax, VA and has over 12 years of experience in the finance industry. Jessica Doll has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Reframe Wealth, LLC | Fairfax, VA | Apr 2021 - Current | 3 |
| Tiaa | Fairfax, VA | Aug 2014 - Mar 2021 | 6 |
| Tiaa-cref Individual & Institutional Services, LLC | Fairfax, VA | Aug 2014 - Mar 2021 | 6 |
| United Bank | Vienna, VA | Sep 2008 - Aug 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
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Total Assets Under Management279MILLIONS
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Total Number of Accounts462ACCOUNTS
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Average Account Value$604,456
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, DC, FL, MD, NC, PA, TX, VA
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