Jessica E Szombathelyi

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2018 → 03/2018
  Tdameritrade
  San Diego, CA
• 10/2014 → 12/2017
  Pier 1 Imports
  Olympia, WA
• 09/2015 → 11/2017
  Boeing Employee's Credit Union
  Tukwila, WA
• 03/2015 → 06/2017
  Keller Graduate School Of Management
  Chicago, IL
• 03/2018 → 10/2018
  Cuso Financial Services, Lp
  San Diego, CA
• 10/2018 → 11/2020
  Independent Financial Group
  San Diego, CA
• 11/2020 → Present
  Commonwealth Financial Network
  San Diego, MA

Previous Registrations

• 2019-11-04 → 2020-12-15
  Independent Financial Group, Llc
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-01
• S63 Uniform Securities Agent State Law Examination
  2018-02-13

Other Names

• Jessica Eleanor Muchka
• Jessica Eleanor Szombathelyi
• Jessica Szombathelyi
• Jessica Eleanore Szombathelyi