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Detailed Report
Jessica Jo Smith
Jessica Jo Donahoo
CRD#: 7614152
IA
Investment Adviser
PERSPECTIVE WEALTH PARTNERS, LLCCRD#: 140330 121 N 9TH STREET
SUITE 204
BOISE, ID 83702
Registration History
2022AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct2026IAPERSPECTIVE WEALTH PARTNERS, LLC (CRD# 140330)2022 - Present (2 years)
License(s)

State Registrations

IA
Idaho 10/19/2022
Current Registration(s)
IA
PERSPECTIVE WEALTH PARTNERS, LLC (CRD#:140330)
121 N 9TH STREET SUITE 204, BOISE, ID 83702
Registered with this firm since 10/19/2022
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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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.
IA
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.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.