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JB

Jessica Bonardi Espinoza

Investment Adviser Representative at WEALTHSPIRE RETIREMENT ADVISORY

Bethesda, MDCRD #5103478Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
States Registered
3 states
Exams Passed
2

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
District of ColumbiaMarylandPennsylvania
Examinations passed
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/12/2006

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Wealthspire Retirement Advisory Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WEALTHSPIRE RETIREMENT ADVISORYCurrent
1/12/2021Bethesda, MD
KESTRA INVESTMENT SERVICES, LLCCurrent
8/30/2010Bethesda, MD
KESTRA ADVISORY SERVICES, LLC
4/21/20161/8/2021Bethesda, MD
NFP ADVISOR SERVICES, LLC
2/19/20159/22/2016Bethesda, MD

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jessica Bonardi Espinoza has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jessica Bonardi Espinoza - Financial Advisor in Bethesda, MD | AdvisorFinder