Jessica Lorraine Elscheid

Employer firm

Dakota Wealth, LLC CRD 297987

$6.94B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers
• OUTSOURCED INVESTMENT ADVISORY SERVICES FOR OTHER ADVISERS; TAX PREPARATION/FILING

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 11/2023
  Raymond James Financial Services Advisors Inc.
  Enola, PA
• 04/2016 → 11/2023
  Jmg Wealth Management Group, Inc.
  Enola, PA
• 11/2023 → Present
  Dakota Wealth, Llc
  Mechanicsburg, PA

Previous Registrations

• 2016-04-21 → 2023-11-06
  Raymond James Financial Services Advisors, Inc
  Enola, PA
  Mechanicsburg, PA
• 2011-12-12 → 2016-04-28
  Lpl Financial Llc
  Cleona, PA
  Enola, PA
• 2009-06-18 → 2011-12-12
  Morgan Stanley
  Harrisburg, PA

Other Businesses

1) New Cumberland Federal Credit Union; 345 Lewisberry Road, P.O. Box 658, New Cumberland, PA, 17070, United States; Board Member; Treasurer/Secretary; Not Investment Related; 04/27/2021; 5 Hours per month; volunteer position to lend expertise to policy and operations of the credit union.

Exams

• S66 Uniform Combined State Law Examination
  2009-06-17

Other Names

• Jessica L Elscheid