Individual Firm
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Jessica Jo Smith
Jessica Jo Donahoo
CRD#: 7614152
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PERSPECTIVE WEALTH PARTNERS, LLCCRD#: 140330 121 N 9TH STREET
SUITE 204
BOISE, ID 83702
SUITE 204
BOISE, ID 83702
0
Disclosures
2
Years of Experience
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State Registrations
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Idaho 10/19/2022
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Registered with this firm since 10/19/2022
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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