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Jessica L Powers-Helms

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tulsa, OK

Modesto, CA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-18
CA RA APPROVED 2024-02-06
OK RA APPROVED 2024-01-16
  • TX RA
    APPROVED
    Since 2024-06-18
  • CA RA
    APPROVED
    Since 2024-02-06
  • OK RA
    APPROVED
    Since 2024-01-16

Branch Locations

6100 S Yale Ave, Tulsa, OK 74136 • United States

801 10Th St, Modesto, CA 95354 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tulsa OK 11/2011 Present
Bank Of America, N.A. Tulsa OK 01/2025 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-08
  • S66 Uniform Combined State Law Examination
    2024-01-08
Other Names
  • Jessica Leigh Powers-Helms
  • Jessica Leigh Helms

View on SEC IAPD

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Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

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