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Jessica Michelle Marshall

Ars Wealth Advisors

Gainesville, FL

St. Petersburg, FL

CRD 7270427

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Employer firm

Ars Wealth Advisors CRD 314882

$1.64B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • TAX PREPARATION AND CONSULTING SERVICES AND CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS

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

Current Employers
Ars Wealth Advisors

111 Second Avenue Ne Suite 900, St. Petersburg, FL 33701 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-06-14
  • FL RA
    APPROVED
    Since 2022-06-14

Branch Locations

5225 Sw 91St Terrace, Gainesville, FL 32608 • United States

111 Second Avenue Ne Suite 900, St. Petersburg, FL 33701 • 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
Holloway Wealth Management, Llc Gainesville FL 10/2018 05/2022
Holloway Wealth Management, Llc Gainesville FL 06/2020 05/2022
Holloway Wealth Management, Llc Gainesville FL 09/2016 10/2018
Unemployed Gainesville FL 06/2016 09/2016
Ars Wealth Advisors Group, Llc Gainesville FL 05/2022 Present
  • 10/2018 → 05/2022
    Holloway Wealth Management, Llc
    Gainesville, FL
  • 06/2020 → 05/2022
    Holloway Wealth Management, Llc
    Gainesville, FL
  • 09/2016 → 10/2018
    Holloway Wealth Management, Llc
    Gainesville, FL
  • 06/2016 → 09/2016
    Unemployed
    Gainesville, FL
  • 05/2022 → Present
    Ars Wealth Advisors Group, Llc
    Gainesville, FL
Previous Registrations
  • 2020-08-21 → 2022-05-11
    Holloway Wealth Management, Llc
    Gainesville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-17
  • S65 Uniform Investment Adviser Law Examination
    2020-08-17
Other Names
  • Jessica Michelle Young
  • Jessica M Marshall

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIFTH THIRD SECURITIES, INC.
MAGNA VIS CAPITAL

Nearby Investors

CHRISTOPHER WAYNE DODD
ANGELINA MARIE RAMSEY
ASHLEY ANN BANKS

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GAINESVILLE, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · GAINESVILLE, FL
FIFTH THIRD SECURITIES, INC. · GAINESVILLE, FL

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