Jessica Mae Repasi

Employer firm

Sowell Management CRD 127145

$4.81B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2022 → 11/2024
  The Investment Center, Inc.
  La Plata, MD
• 08/2016 → 05/2018
  Salisbury University
  Salisbury, MD
• 06/2017 → 11/2017
  Comprehensive Financial Solutions
  Salisbury, MD
• 05/2018 → 09/2018
  N/A
  La Plata, MD
• 09/2018 → 12/2018
  Lee, Sipe & Associates
  Rockville, MD
• 09/2018 → 04/2022
  Inner Alpha Fitness
  La Plata, MD
• 09/2022 → 11/2024
  Ic Advisory Services, Inc.
  La Plata, MD
• 11/2024 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 11/2024 → Present
  Sowell Management Services Dba Wealth Management Partners
  La Plata, MD

Previous Registrations

• 2022-09-13 → 2024-11-04
  Ic Advisory Services, Inc.
  La Plata, MD
  Bedminster, NJ

Other Businesses

1. Sowell Management Services dba Wealth Management Services. Investment Related. At registered Location. RIA. IAR. 4/2022. 120. 120. IAR 2. Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 11/2023. 5. 5. Provide insurance advice based on the needs of client(s). 3. Wealth Management Partners, LLC; 101 Centennial Street, Suite D, La Plata, MD, 20646; investment-related; financial advisor and insurance agent; Starting date 04/2022; DBA used to provide and market insurance and financial services.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-12

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jessica Cool
• Jessica M Cool
• Jessica Repasi
• Jessica Mae Cool