Jessica has been with BBFG for a number of years as an administrative assistant and tax assistant under the direction of Natalie Burns. Jessica is a Registered Tax Preparer and has a Bachelor’s Degree from DeVry University in Accounting. She has 13+ years experience in manufacturing and 5 years in property management accounting.
Jessica is married with two children and enjoys family time.
office (952) 881-4533 | toll-free (800) 728-3448 | fax (952) 888 5115 | Email Jessica
1. Credentialed as an investment advisory representative (IAR) or a registered investment advisor;
2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years.
3. Favorable regulatory and complaint history review. *
4. Fulfilled their firm review based on internal firm standards.
5. Accepting new clients.
Evaluation Criteria – Considered
1. One-year client retention rate.
2. Five-year client retention rate.
3. Non-institutional discretionary and/or non-discretionary client assets administered.
4. Number of client households served.
5. Education and professional designations.
*A favorable regulatory and complaint history review is defined by Five Star Professional, as the person cannot have: (1) Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) Filed for personal bankruptcy, or(5) Been convicted of a felony.
The Five Star Wealth Manager award does not evaluate the quality of service provided to clients. Recipients of the award may have had unfavorable ratings. (insert # of award candidates) award candidates in the (insert area e.g., Los Angeles) area were considered for the Five Star WealthManager award. (insert number of winners), approximately (insert %)percent of award candidates, were named (insert yr) Five Star Wealth Managers. The (insert # of winners) award winners represent less than (insert %) percent of the total wealth managers in the area. The award is not indicative of the wealth manager’s future performance. The Five Star Wealth Manager Award is administered by Crescendo Business Services, LLC(dba Five Star Professional). Candidates and winners do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Once awarded, winners, may opt to purchase additional profile ad space or related award promotional products.
Professionals associated with Burns Brothers Financial Group (BBFG) may be either (1) registered representatives with and securities and advisory services offered through LPL Financial. Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of BBFG and not affiliated with LPL Financial. Tax related services offered through BBFG. BBFG is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax related services.
The LPL Financial Representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MN, ND, NJ, NM, NV, WI, WA.