Jessica Lynn Facey
Advisor at Sowell Management — West Des Moines, IA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
West Des Moines, IA 50266
Sowell Management
Multi-team
Jessica Facey is a financial advisor at Sowell Management based in West Des Moines, IA. She holds a Series 65 designation and has one year of industry experience. Prior to joining Sowell Management, she worked at Compensation Designs and held various roles in retail and education. Sowell Management is a multi-team registered investment adviser that serves individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, sub-advisory relationships, and unified managed account solutions through an independent-contractor network of over 100 advisors.
Based on Sowell Management
Based on Sowell Management
Fixed fees for financial planning up to $10,000.
Up to 2.5% per annum, varies depending on portfolio size, composition, services, and IAR discretion
Insurance commissions may be earned by supervised persons and can exceed advisory fees; also commissions from broker-dealer activities for certain IARs.
Hourly financial planning and consulting fees from $150 to $500 per hour.
Subscription Self-Directed Financial Planning Tools and Assistance charged between $50 to $200 per month, negotiable.
Account minimum: $50,000 Minimum fee: Minimum quarterly fee of $25 per household, which may cause effective fee rates to be higher for smaller accounts. Fee-only: Financial planning and consulting fees up to $10,000 fixed, and hourly fees from $150 to $500 depending on scope and professional.
West Des Moines, IA
1603 22nd Street, Suite 202
West Des Moines IA 50266
Advisors at this office
3
Iowa
< 1 year of industry experience
Sowell Management
2026 - Present • 1 year
North Little Rock, AR
Compensation Designs
2025 - Present • 1 year
West Des Moines, IA
Amazing Lash Studio Ankeny
2024 - 2025 • 1 year
Ankeny, IA
Amazing Lash Studio Jordan Creek
2020 - 2025 • 5 years
West Des Moines, IA
Ulta
2018 - 2018 • 1 year
West Des Moines, IA
Aerie
2018 - 2022 • 4 years
West Des Moines, IA
Iowa Christian Academy
2016 - 2018 • 2 years
West Des Moines, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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