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Inactive

Jessy Jordyn Stoecklein

Lakeshore Wealth Management LLC

Lake Lotawana, MO

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Current Employers
Lakeshore Wealth Management Llc

9613 Lake Shore Drive, Lake Lotawana, MO 64086 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-07-01
  • MO RA
    APPROVED
    Since 2024-07-01

Branch Locations

9613 Lake Shore Drive, Lake Lotawana, MO 64086 • 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
Blue Ridge Bank And Trust, Co Blue Springs MO 06/2015 06/2017
All Climate Refrigeration Independence MO 06/2017 02/2020
Raymond James Financial Services, Inc Lee's Summit MO 02/2020 06/2024
Beyond Wealth Advisors Lee's Summit MO 02/2020 06/2024
Lakeshore Wealth Management Llc Lotawana MO 07/2024 Present
  • 06/2015 → 06/2017
    Blue Ridge Bank And Trust, Co
    Blue Springs, MO
  • 06/2017 → 02/2020
    All Climate Refrigeration
    Independence, MO
  • 02/2020 → 06/2024
    Raymond James Financial Services, Inc
    Lee's Summit, MO
  • 02/2020 → 06/2024
    Beyond Wealth Advisors
    Lee's Summit, MO
  • 07/2024 → Present
    Lakeshore Wealth Management Llc
    Lotawana, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-25
  • S66 Uniform Combined State Law Examination
    2024-04-25
Other Names
  • Jessy Jordyn Leavell
  • Jessy Jean Woolridge

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PRAIRIE ADVISORY, LLC
EDWARD JONES
U.S. BANCORP ADVISORS, LLC
LPL FINANCIAL LLC
COPPER FINANCIAL

Other Investors

STEVEN PAUL STRADER
JONATHAN A DOLD
Samuel Allan Heggs
DANA JOHN SCHNELLE
PAXTON JEFFERY TAYLOR
STEVEN ERNEST HEGGS
WILLIAM ASHLEY ELLWOOD
Wesley S Ellwood

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Blue Springs, MO
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BLUE SPRINGS, MO
STATE FARM INVESTMENT MANAGEMENT CORP. · Blue Springs, MO
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · GRAIN VALLEY, MO
PRAIRIE ADVISORY, LLC · Blue Springs, MO
EDWARD JONES · GRAIN VALLEY, MO
U.S. BANCORP ADVISORS, LLC · Blue Springs, MO
LPL FINANCIAL LLC · BLUE SPRINGS, MO

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