Jessica Nicole Sims Rubenstein

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 09/2021 → 06/2024
  Edward Jones
  Stallings, NC
• 07/2017 → 09/2021
  Charles Monnett & Associates
  Charlotte, NC
• 07/2015 → 01/2017
  Olive Garden
  Brea, CA
• 01/2017 → 07/2017
  Olive Garden
  Pineville, NC
• 06/2024 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Rodan + Fields Type: Health & Beauty Date: 08/30/21 Title: Consultant Trad Hrs: 0 Tot Hrs: 3 Desc: Market and sell their products City-State: San Francisco CA

Exams

• S66 Uniform Combined State Law Examination
  2024-05-23

Other Names

• Jessica Sims
• Jessica Rubenstein