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Jessica E Palatucci, Private Wealth Advisor serving the Montclair, NJ area - Ameriprise Advisors

Jessica E Palatucci

CRPC

Private Wealth Advisor

Mindful Wealth Management
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Family Finances
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Series 24 - General Securities Principal Examination
  • Series 9 - General Securities Sales Supervisor - Options Module Examination
  • Series 10 - General Securities Sales Supervisor - General Module Examination

Awards & recognition

  • Mindful Wealth Management, Ameriprise Client Experience Award, 2020-2022

Previous experience

  • Financial Advisor, Ameriprise Financial, Paramus, NJ, 2006-2007
  • Financial Planning Assistant, Ameriprise Financial Munn & Associates, Paramus, NJ, 2007-2008
  • Director of Operations, Ameriprise Financial Munn & Associates, Paramus, NJ, 2015-2017
  • Registered Principal Delegate, Ameriprise Financial, Philadelphia, PA, 2017-2020

Community participation

I currently serve as an Advisor Board Member for the Fred J. Brotherton Foundation and The Coastal Women's Forum in New Bern, NC.

Interests

Spending time with my husband and 2 boys!
Beach days
Boating on the river
Running

Honored to receive recognition

All of us at Mindful Wealth Management are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Mindful Wealth team and the great experience we work so hard to provide for our clients every day.

The Ameriprise Client Experience Award is earned by a practice based on three measurable statistics that reflect the value of goal-based advice to our clients: client experience rating; percentage of clients over a certain asset level in advice relationships; and, once the practice has exceeded a minimum amount of net flows, the percentage of net flows derived from assets under management.