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Jessica Renee Neuman

Investment Management Group

Missoula, MT

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Current Employers
Investment Management Group

2700 King Ave. W, Billings, MT 59102 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2022-09-01
  • MT RA
    APPROVED
    Since 2022-09-01

Branch Locations

321 West Broadway, Missoula, MT 59802 • 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
Stockman Wealth Management Missoula MT 09/2016 01/2025
Stockman Wealth Management Missoula MT 02/2022 Present
Peak Investment Management Missoula MT 08/2001 09/2016
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-31
  • S65 Uniform Investment Adviser Law Examination
    2022-08-31
Other Names
  • Jessica Renee Russ
  • Jessica Renee Eissinger

View on SEC IAPD

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OSAIC WEALTH, INC.
LPL FINANCIAL LLC

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JEFFERY WILLIAM EVISON
Susan E Thomas
JARED LEE LOSING
John Blaise Suseland
BRADLEY CARL NORDBERG
JEFFREY DELWYN LARSON

Other Offices

EDWARD JONES · Missoula, MT
AMERIPRISE FINANCIAL SERVICES, LLC · Missoula, MT
BANKERS LIFE ADVISORY SERVICES, INC. · Missoula, MT
AMERIPRISE FINANCIAL SERVICES, LLC · MISSOULA, MT
EDWARD JONES · MISSOULA, MT
WELLS FARGO CLEARING SERVICES, LLC · MISSOULA, MT
VALIC FINANCIAL ADVISORS, INC. · MISSOULA, MT
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Missoula, MT

More in Missoula, MT

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