Jessica
Doll

Reframe Wealth, LLC

CRD#5969842
Investment Advisor
in Fairfax, VA

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About this Advisor

Jessica Doll is a financial advisor based in Fairfax, Virginia, working with Reframe Wealth, LLC. Jessica has previously worked at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, and Reframe Wealth, LLC. Jessica has passed the Series 66 regulatory exam and is registered to provide services in Texas and Virginia. Currently, Jessica is part of Reframe Wealth, LLC, which is located in Fairfax, Virginia. The firm has 4 employees and manages assets totaling $345.8 million. The firm serves high-net-worth clients and offers financial planning services as well as portfolio management for individuals and small businesses. Reframe Wealth, LLC offers asset-based and fixed fee structures.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3251 Blenheim Boulevard Suite 502
Fairfax, VA 22030

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Reframe Wealth, LLC Brokerage Details

Total Assets Under Management

$345,783,701

VA Average: $1,835,309,194
Total Number of Employees

4

VA Average: 32
Total Number of Accounts

575

VA Average: 1,458
Average Account Size

$601,363

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jessica Doll Work History

2021 - Present (4 years)

Reframe Wealth, LLC

2014 - 2021 (7 years)

Tiaa

2014 - 2021 (7 years)

Tiaa-Cref Individual & Institutional Services, LLC

Disclosures

Please visit the SEC profile of Jessica Doll to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Reframe Wealth, LLC

Andrew Linn
Fairfax, VA
Jessica Doll
Fairfax, VA
Mitchell Falter
Fairfax, VA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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