Jessica Morrow

Current Employers

Hbks Wealth Advisors

2725 Colonial Ave, Erie, PA 16506 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2023-07-16

OH RA
APPROVED

Since 2023-07-16

Branch Locations

6603 Summit Dr, Canfield, OH 44406 • 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

Organization	City	State	From	To
Hbks Wealth Advisors	Canfield	OH	04/2023	Present
Hbk Cpas & Consultants	Canfield	OH	12/2021	04/2023
Center Street Technologies	Youngstown	OH	05/2021	12/2021
Ey	Cleveland	OH	06/2018	05/2021
John Carroll University	University Heights	OH	07/2013	06/2018
Hbk Sorce Insurance Llc	Canfield	OH	01/2024	Present

04/2023 → Present

Hbks Wealth Advisors

Canfield, OH
12/2021 → 04/2023

Hbk Cpas & Consultants

Canfield, OH
05/2021 → 12/2021

Center Street Technologies

Youngstown, OH
06/2018 → 05/2021

Ey

Cleveland, OH
07/2013 → 06/2018

John Carroll University

University Heights, OH
01/2024 → Present

Hbk Sorce Insurance Llc

Canfield, OH

Other Businesses

1. HBK SORCE INSURANCE LLC. YES-INVESTEMENT RELATED. 6603 SUMMIT DR, CANFIELD, OH 44406. INSURANCE AGENT. 01/2024. 5 HRS/MTH. 5/HRS MTH DURING TRADING. INSURANCE SALES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-06-23

S65 Uniform Investment Adviser Law Examination

2023-06-23

View on SEC IAPD

Current Employers

Hbks Wealth Advisors

Disclosures

Employment History

Other Businesses

Exams

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