Jessica A Passier

Employer firm

Madison Avenue Securities, LLC CRD 23224

$2.02B regulatory AUM 31 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

• 08/2014 → 01/2018
  Girard Securities
  San Diego, CA
• 02/2018 → Present
  Madison Avenue Securities, Llc
  San Diego, CA

Other Businesses

1) Name: Party Host Helpers; Address: 157 Bridgeton Pike, STE 200, PMB, Mullica Hill, NJ 08062; Investment Related: No; Position: Server/Bartender; Duties: Serving wine and cocktails to guests; Hours Per Week: 7-10 Hours Per Week - Mostly on Weekends; Start Date: 11/4/2023. 2.) Name: AE Financial Services; Investment Related: Yes; Address: 2950 SW McClure Rd, Topeka, KS 66614; Nature of the Business: Broker-Dealer; Position: Client Services; Hours Per Week: 2-5 Hours; Start Date: 5/1/2025

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-10
• S66 Uniform Combined State Law Examination
  2022-06-01

Other Names

• Jessica Alexandra Lees
• Jessica Lees
• Jessica Alexandra Georgine Passier
• Jessica A Lees