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Jessica C
Series 63, Series 65
Richmond, VA
Five Lakes Advisory LLC
Jessica Casey is a financial advisor at Five Lakes Advisory LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2014 to 2025. Jessica also provides trustee services through a separate entity. Five Lakes Advisory is an independent registered investment adviser focused on financial consulting, investment research, and reporting for institutional and pooled-vehicle clients, as well as high-net-worth families, charities, and businesses. The firm emphasizes alternative investments and manager evaluation, relying on qualitative and quantitative research without discretionary trading authority.
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