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Jessica May Roks

Jdm Financial Group LLC

Irvine, CA

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Current Employers
Jdm Financial Group Llc

Austin, TX • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-12-16
  • CA RA
    APPROVED
    Since 2024-12-16

Branch Locations

Irvine, CA • 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
M Holdings Securities, Inc. Portland OR 02/2015 12/2016
Tippett Moorhead & Haden Costa Mesa CA 02/2015 12/2016
Creative Planning Overland Park KS 01/2017 04/2021
Empirical Wealth Management Seattle CA 04/2021 08/2024
Jdm Financial Group Llc Encino CA 08/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-08
  • S66 Uniform Combined State Law Examination
    2011-11-08
Designations
Other Names
  • Jessica May Fernandez
  • Jessica May Fernandez

View on SEC IAPD

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