Jessica Renee Neuman

Employer firm

Investment Management Group CRD 122166

$5.24B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• ASSET/LIABILITY MODELING USING A THIRD PARTY MODEL / PROVIDE INVESTMENT RECOMMENDATIONS VIA AN AUTOMATED INVESTEMNT PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2016 → 01/2025
  Stockman Wealth Management
  Missoula, MT
• 02/2022 → Present
  Stockman Wealth Management
  Missoula, MT
• 08/2001 → 09/2016
  Peak Investment Management
  Missoula, MT

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-31

Other Names

• Jessica Renee Russ
• Jessica Renee Eissinger