Jessica C Malone

Employer firm

Tlg Advisors, Inc. CRD 111052

$2.30B regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 11/2020 → 07/2023
  Raymond James Financial Services, Inc.
  Harrisburg, PA
• 12/1995 → Present
  Fulton Financial Corp
  Harrisburg, PA
• 12/2020 → Present
  Fulton Insurance Group
  Lancaster, PA
• 07/2021 → 07/2023
  Raymond James Financial Services Advisors, Inc.
  Harrisburg, PA
• 07/2023 → Present
  The Leaders Group Inc
  Littleton, CO

Previous Registrations

• 2021-07-19 → 2023-07-10
  Raymond James Financial Services Advisors, Inc
  Harrisburg, PA

Other Businesses

1.) FULTON BANK/FULTON INSURANCE SERVICES GROUP - 4/1/2006 - 1 Penn Square, Lancaster, PA 17602 - SVP Wealth Advisor, Sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 7/5/2023 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, RA business, 10 hrs/mo; 10 hrs/mo (during trading hours).

Exams

• S66 Uniform Combined State Law Examination
  2021-06-23

Other Names

• Jessica C Bastress