Jessica Holte

Financial Advisor

  • Mobile 404-797-3122
  • Office 330-668-6140

Professional

Jessica's financial practice incorporates comprehensive planning, top-notch personal service, and building new relationships.  She is passionate about meeting with her clients and assisting them to determine needs and goals.  Once needs and goals are established, she will research and work towards recommending the best financial strategy for each person or business.  After the implementation of the financial plan, she will strive to always provide A+ service to that client on a regular basis.  
 
Whether a client's goals consist of buying a home, retirement, protecting their family with life insurance, putting kids through college, creating/managing a small business 401k, or leaving a legacy, Jessica is committed to providing the direction and guidance needed to reach financial success.  
 
 
Advisory Credentials 

  • FINRA Series 7
  • Series 66
 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck