Jessica Pendergraft, CFP®
PWA Financial Planner and Financial Advisor
jpendergraft@provwealth.com
Download vCard
Check the background of this investment professional on
Experience:
Jessica Pendergraft joined Provenance Wealth Advisors in 2021 as a financial planner. With more than 15 years of experience in the wealth advisory industry, her focus is to provide financial planning strategies to individuals and families.
Jessica is a graduate of the University of Florida where she earned a Bachelor of Arts in English. She also earned a Master of Professional Accounting certificate from the University of Miami. Prior to joining Provenance Wealth Advisors, she was a vice president and financial consultant with Fidelity Investments and a financial planner and advisor at UBS.
Jessica is a CERTIFIED FINANCIAL PLANNER (CFP®) professional . She holds FINRA Series 7, 9, 10, 63 and 66 licenses, as well as a State of Florida Health, Life, and Variable Annuity license.
Actively involved with her community, Jessica enjoys working with the Anti-Defamation League and the Read4Respect program to give children the opportunity to expand their understanding of differences and value diversity. She graduated from the Glass Leadership Institute program and appreciates her family’s role as a sponsor of the annual ADL Strike Out Hate bowling charitable fundraiser. Jessica is also an active member of the United Way of Palm Beach County and the East Coast Estate Planning Council.
Jessica currently resides in Boca Raton, Florida, with her family. She is enthusiastic about golf and tennis and looks forward to spending as much time as possible at the beach with her husband, daughter, and French Bulldog Oreo. She enjoys vacationing in Europe, especially all the interesting culinary adventures.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
PWA Securities, LLC is not affiliated with and does not endorse any of the mentioned organizations.
PWA Securities, LLC and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Education:
University of Florida - Bachelor of Arts in English
University of Miami - Master of Professional Accounting
Affiliations:
CERTIFIED FINANCIAL PLANNER™
FINRA Series 7, 9, 10, 63, 66
Health, Life & Variable Annuity Insurance
Registered Representative of PWA Securities, LLC
Community:
Anti-Defamation League
East Coast Estate Planning Council
Read4Respect program
Sponsor of the annual ADL Strike Out Hate bowling charitable fundraiser
United Way of Palm Beach