Jessica Serrano
Profile
Prior to joining Golub Group, Ms. Serrano was a Registered Sales Assistant & Paraplanner with First Horizon Investment Services in San Jose.
She has been in the financial services industry since 2004.
She holds a bachelor degree in English from Santa Clara University as well as the Registered Paraplanner designation from College for Financial Planning.
Former positions of Jessica Serrano
| Companies | Position | End |
|---|---|---|
Summitry LLC
 Summitry LLC Investment ManagersFinance Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions. | Corporate Officer/Principal | - |
Training of Jessica Serrano
| Santa Clara University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Summitry LLC
Summitry LLC Investment ManagersFinance Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions. | Finance |
- Stock Market
- Insiders
- Jessica Serrano
