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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

An Ameriprise Private Wealth Advisor

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