Back to All People

Client Advisory

Biography

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.

Learn more about my practice.

Education

  • Attended the College of San Mateo

Highlights

  • Financial Paraplanner Qualified Professional (FPQP)
  • Notary Public
  • Member of the National Notary Association

Request an Introduction to Jessica Marshall

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

Book Time Online Now

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Incentive Stock Options

Own Stock in a Company Undergoing an IPO? Here’s Answers to FAQs

May 22, 2026 - Following headlines of imminent IPOs at prominent technology companies, such as SpaceX and OpenAI, employees and private market investors are looking to maximize their potential…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: May 2026 Economic and Market Outlook

May 6, 2026 - In his May outlook, Partner and Chief Market Strategist Jim Lebenthal discusses the healthy skepticism he’s seeing regarding equity markets at all-time highs. He also…

Cerity Partners Makes First Major Sports Investment as Title Sponsor of 2026 Hall of Fame Open

April 30, 2026 - Cerity Partners, a leading independent wealth management firm, today announced a multi-year partnership with the International Tennis Hall of Fame, becoming title sponsor of the…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

To improve your level of financial clarity, take the next step and download our financial worksheets by submitting your name and email address below.

Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.

Print your report here