Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-29
CO RA APPROVED 2025-03-26
  • TX RA
    APPROVED
    Since 2025-04-29
  • CO RA
    APPROVED
    Since 2025-03-26

Branch Locations

123 N 7Th St, Grand Junction, CO 81501 • United States

One Bryant Park, New York, NY 10036 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Junction CO 10/2022 Present
Pbs Wealth Management Grand Junction CO 02/2019 10/2022
Bath And Body Works Grand Junction CO 10/2022 Present
Mountain West Insurance Grand Junction CO 06/2016 01/2019
Elite Cleaning Service, Inc Grand Junction CO 02/2017 04/2017
  • 10/2022 → Present
    Grand Junction, CO
  • 02/2019 → 10/2022
    Pbs Wealth Management
    Grand Junction, CO
  • 10/2022 → Present
    Bath And Body Works
    Grand Junction, CO
  • 06/2016 → 01/2019
    Mountain West Insurance
    Grand Junction, CO
  • 02/2017 → 04/2017
    Elite Cleaning Service, Inc
    Grand Junction, CO
Other Businesses

I*3499265, Entity Type: Entity For Profit, Name of OBA: Plasma Donation , Address: Grand Junction , Colorado, 81501, Investment Related: N, Position, Title, Association: Other, Employee Start Date: 01/09/2026, No Hours: 6 Weekly, No Hours during Trading: 0 Weekly, Duties: n/a Plasma donation I*4103275, Entity Type: Entity For Profit,Entity Publicly Traded, Name of OBA: KROGER, Address: GRAND JUNCTION , Colorado, 81501, Investment Related: N, Position, Title, Association: Employee, Employee Start Date: 04/01/2026, No Hours: 20 Weekly, No Hours during Trading: 0 Weekly, Duties: PHARMACY TECHNICIAN DUTIES, SECOND JOB I*4103277, Entity Type: Entity For Profit, Name of OBA: BRUTAL PIE, Address: GRAND JUNCTION, Colorado, 81501, Investment Related: N, Position, Title, Association: Employee, Employee Start Date: 04/01/2026, No Hours: 20 Weekly, No Hours during Trading: 0 Weekly, Duties: Line cook and server, SECOND JOB

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-25
  • S66 Uniform Combined State Law Examination
    2025-03-25
Other Names
  • Jessica Lee Zopf

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Grand Junction, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor