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Jessica Marie Socolovitch

Wealth Personal

Elk Rapids, MI

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Current Employers
Wealth Personal

212 River Street Box 738, Elk Rapids, MI 49622 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-05-19
  • MI RA
    APPROVED
    Since 2026-05-19

Branch Locations

212 River Street Box 738, Elk Rapids, MI 49622 • 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
Bankers Life And Casualty Traverse City MI 08/2013 06/2022
Bankers Life Securities Inc Traverse City MI 03/2016 06/2022
Bankers Life Advisory Services Traverse City MI 10/2019 06/2022
Wealth Personal Elk Rapids MI 06/2022 Present
Independent Insurance Agent Elk Rapids MI 06/2022 Present
  • 08/2013 → 06/2022
    Bankers Life And Casualty
    Traverse City, MI
  • 03/2016 → 06/2022
    Bankers Life Securities Inc
    Traverse City, MI
  • 10/2019 → 06/2022
    Bankers Life Advisory Services
    Traverse City, MI
  • 06/2022 → Present
    Wealth Personal
    Elk Rapids, MI
  • 06/2022 → Present
    Independent Insurance Agent
    Elk Rapids, MI
Previous Registrations
Other Businesses

N/A; yes; Elk River, MI; Insurance; Independent Insurance Agent; 06/2022; 90%

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-22
S63 Uniform Securities Agent State Law Examination 2017-05-09
  • S66 Uniform Combined State Law Examination
    2019-10-22
  • S63 Uniform Securities Agent State Law Examination
    2017-05-09
Other Names
  • Jessica Socolovitch

View on SEC IAPD

Other Firms

&PARTNERS
EDWARD JONES
FIFTH THIRD SECURITIES, INC.
OLD MISSION INVESTMENT COMPANY, LLC
FOGUTH WEALTH MANAGEMENT, LLC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

BRIAN MICHAEL CANNON
Thomas James Shelder
Matthew Scott Knust
Robert Michael Joyce
Heather Kilbourne
Ryan William Knabusch
SUSAN WIPPERMAN
KEITH PHILLIP OLSHOVE

Other Offices

&PARTNERS · Elk Rapids, MI
EDWARD JONES · ELK RAPIDS, MI
EDWARD JONES · BELLAIRE, MI
FIFTH THIRD SECURITIES, INC. · TRAVERSE CITY, MI
OLD MISSION INVESTMENT COMPANY, LLC · TRAVERSE CITY, MI
FOGUTH WEALTH MANAGEMENT, LLC. · Traverse City, MI
CETERA INVESTMENT ADVISERS LLC · TRAVERSE CITY, MI
AMERIPRISE FINANCIAL SERVICES, LLC · Traverse City, MI

More in Elk Rapids, MI

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