Jessica Bonardi Espinoza

Current Employers

Employment History

• 04/2016 → 01/2021
  Kestra Financial Services, Inc.
  Austin, TX
• 01/2021 → 10/2025
  Nfp Retirement, Inc.
  Aliso Viejo, CA
• 08/2010 → Present
  Kestra Investment Services, Llc
  Bethesda, MD
• 10/2025 → Present
  Wealthspire Retirement Advisory
  Aliso Viejo, CA

Previous Registrations

• 2016-04-21 → 2021-01-08
  Kestra Advisory Services, Llc
  Bethesda, MD

Other Businesses

Business Name: Jessica Espinoza Investment Related: No Address: 103 Timberbrook Lane, Apt. 201 Gaithersburg, MD MD 20878 Nature of Business: Real Estate Position, Title or Relationship: I am the landlord Start Date: 8/1/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I rent the property and am responsible for repairs if needed Business Name: NFP RETIREMENT POSITION: Managing Director NATURE: Investment advisory services through an independent outside RIA INVESTMENT RELATED: Yes # OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/08/2021 ADDRESS: 120 Vantis, Suite 400, Aliso Viejo CA 92656 DESCRIPTION: provide investment advice to corporate sponsored retirement plans. Name: BETHANY BEACH RENTAL PROPERTY POSITION: owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: 107 Brandywine Drive, Bethany Beach DE 19930, United States DESCRIPTION: maintenance of the property

Designations

Other Names

• Jessica Bonardi
• Jessica Espinoza
• Jessica Monteiro De Castro Bonardi
• Jessica Monteiro De Castro Espinoza