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Jessica Jeanne Reddy

Drake & Associates, LLC

Waukesha, WI

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Current Employers
Drake & Associates, Llc

20965 Crossroads Circle, Waukesha, WI 53186 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-03-25
  • WI RA
    APPROVED
    Since 2025-03-25

Branch Locations

20965 Crossroads Circle, Waukesha, WI 53186 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jessica Redding Coaching Lafayette CA 10/2010 Present
Drake & Associates, Llc Waukesha WI 03/2025 Present
  • 10/2010 → Present
    Jessica Redding Coaching
    Lafayette, CA
  • 03/2025 → Present
    Waukesha, WI
Previous Registrations
  • 2006-05-24 → 2011-10-28
    Catalyst Financial Planning & Investment Management Corporation
    Oakland, CA
Other Businesses

A. 1. The name of the other business: Jessica Reddy Coaching 2. Whether the business is investment-related: NO 3. The address of the other business: 5007 N Santa Monica Blvd Whitefish Bay WI 53217 4. The nature of the other business: Executive Coaching 5. Your position, title, or relationship with the other busines: Founder/ Owner, Coach 6. The start date of your relationship: 10/2010 7. The approximate number of hours/months you devote to the other business, the number of hours you devote to the other business during securities trading hours: 8 hrs total, 0 (zero) during trading hours. 8. Briefly describe your duties relating to the other business: Provide 1:1 coaching to professional and executive women. B. Insurance Sales; Advisor; Not investment related; 20965 Crossroads Circle Waukesha Wisconsin 53186; Description: Licensed Insurance Agent; 2025-11-04; 20 Hours per month devoted to business during trading hours; 0 Hour per month devoted to business outside trading hours; 20 Percent of total yearly compensation expected to be derived from the business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-28
S63 Uniform Securities Agent State Law Examination 2001-05-30
  • S65 Uniform Investment Adviser Law Examination
    2025-02-28
  • S63 Uniform Securities Agent State Law Examination
    2001-05-30
Designations
Other Names
  • Jessica Jeanne Smith

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