Jessica Young
Jessica Young
About Me
Jessica is a Senior Financial Advisor with 15 years of experience currently serving the San Francisco and Peninsula Markets. Utilizing personalized financial planning, a comprehensive approach to wealth management solutions and her professional experience, Jessica works with clients to define their priorities for how they live today, how they desire to live tomorrow and the legacy they choose to leave.
Prior to joining the BMO Investment Services team, Jessica worked as a Financial Advisor at Bank of the West. She studied in Hong Kong University, Yonsei and received her Bachelor of Arts degree in International Economics from the University of California, San Diego. Jessica holds securities licenses 7 and 66, held through LPL Financial along with her Life, Accident and Health or Sickness, and Variable Life and Variable Annuity insurance licenses.
Jessica enjoys rooting for her local Bay Area sports teams, watching theater productions and running after her two sons.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management