Jessica Marshall , FPQP

Jessica is a Senior Associate in the Silicon Valley (San Jose) office, where she coordinates administrative tasks in support of Partners and Principals across all aspects of client service and account administration. She earned her Financial Paraplanner Qualified Professional (FPQP®️) designation in 2022.

Jessica’s experience encompasses supporting advisor teams in account administration, opening custodial accounts, and managing alternative investment documentation, with a specialized focus on Limited Partnerships. She plays an active role in client correspondence and the preparation of comprehensive annual client reviews. Additionally, Jessica is an authorized agent with Charles Schwab, enabling her to assist clients directly with their accounts. She also provides clients with Notary Public services. Committed to delivering the highest level of service, Jessica continuously seeks to leverage the latest tools and resources available – including Zocks AI notetaking – to enhance her efficiency and effectiveness on behalf of clients.

Prior to joining Cerity Partners, Jessica served as an Executive Assistant at Sullivan & Serwitz Investment Advisors. She has more than two decades of client service and customer service management experience, including her previous career as a Sales Team Leader at Crate & Barrel.

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