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Jessica J
Series 65
Ventura, CA
Success Wealth Management LLC
Jessica Jones is a financial advisor at Success Wealth Management LLC in Ventura, CA, with five years of industry experience. She holds a Series 65 credential and has worked with Success Wealth Management since 2020. Outside of her advisory role, Jones is the owner and CEO of Rebel Women Wealth Inc., a Feng Shui and mindset consultation business. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients, utilizing a goal-based, Modern Portfolio Theory framework for asset allocation and risk management. The firm manages approximately $96.6 million in discretionary assets and employs third-party sub-advisors while maintaining primary client contact.
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