Jessica Hoelscher
Investment Adviser Representative at Wealthfront Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jessica Hoelscher is an investment adviser representative with Wealthfront Advisers LLC in Pineville, NC, where they have been registered since 2025. They have worked in the securities industry since 2014 and were previously registered with Charles Schwab & Co., Inc. They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- TradekingSep 2012 – Apr 2017Charlotte, NC
- ADP TotalsourceSep 2012 – Apr 2017Charlotte, NC
- LPL Financial LLCJun 2017 – Sep 2017Fort Mill, SC
- Reink Media GroupSep 2017 – Jul 2022Royal Oak, MI
- UNest SecuritiesNov 2022 – Feb 2024Los Angeles, CA
- UnemployedAug 2022 – Oct 2022Pineville, NC
- Wealthfront Brokerage LLLCMar 2024 – no end date reportedPalo Alto, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wealthfront Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
- Firm account minimum
- $500
- Estimated blended rate
- 0.0025
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 40
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Palo Alto, CA
- SEC file number:
- 801-69766
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 23, 2026
View full firm profileOther advisors at Wealthfront Advisers LLC
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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 Hoelscher 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.
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