Jessica Lynn Fontaine

Current Employers

Employment History

• 06/2014 → 10/2019
  Axa Distributors, Llc
  Jersey City, NJ
• 11/2019 → 06/2022
  T Rowe Price
  Owings Mills, MD
• 06/2022 → 10/2024
  Cadaret Grant & Co., Inc.
  Syracuse, NY
• 11/2024 → Present
  Rbc Capital Markets, Llc
  Syracuse, NY
• 12/2024 → Present
  City National Bank
  Syracuse, NY

Previous Registrations

• 2024-10-07 → 2024-10-31
  Cadaret, Grant & Co., Inc.
  Syracuse, NY
• 2012-05-04 → 2014-06-17
  Morgan Stanley
  Baltimore, MD

Other Businesses

(1) NAME OF ENTITY: Financial Planning Association ADDRESS: PO Box 404 Liverpool NY 13088 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: Apr 15, 2026 CAPACITY: Board of Directors DUTIES: Member of the FPA Central New York chapter asked to be on the board. Meet every other month to discuss planning of monthly meetings revolving around interesting topics presented by fund company wholesalers related to Financial Planning. Meetings attended by CFP holders and people in the industry like financial advisors, lawyers, accountants. Not a prospecting committee and no end clients attend. Unpaid role. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-04
• S66 Uniform Combined State Law Examination
  2012-05-03

Other Names

• Jessica L Walto
• Jessica Lynn Fontaine
• Jessica Lynn Walto