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Jessica Lynn Caldwell

Plante Moran Financial Advisors

Denver, CO

CRD 6909513

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Employer firm

Plante Moran Financial Advisors CRD 112158

$25.1B regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Plante Moran Financial Advisors

3000 Town Center Suite 100, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-01
  • CO RA
    APPROVED
    Since 2025-01-01

Branch Locations

8181 E Tufts Ave Suite 600, Denver, CO 80237 • 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
Plante Moran Financial Advisors Columbus OH 08/2016 03/2019
Plante Moran Financial Advisors Denver CO 03/2019 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-22
  • S65 Uniform Investment Adviser Law Examination
    2018-02-22
Designations
  • Certified Financial Planner
Other Names
  • Jessica Caldwell
  • Jessica Hoover
  • Jessica Lynn Hoover

View on SEC IAPD

Nearby Firms

EXCELLERE PARTNERS
ALPINE QUANTITATIVE MANAGEMENT, LLC
MORGAN STANLEY

Nearby Investors

TRISHA RENEA MINGO
Nicholas Dean Phillips
Andrea Saenz

Nearby Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO

More in Denver, CO

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