JessieDoll- Financial Advisor Fairfax, VA

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About Jessie Doll

ReFrame Wealth was born as a vision of a safe space where financial planners and clients could work together to solve money puzzles, realign resources and goals, and live a life that honors who they are on the inside. We make a commitment to deliver sound, approachable, and accessible financial advice and to help clients do more good in the world.

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General Information

No. of Employees

CRD#

5969842

Firm CRD#

313386

Years of Experience in Financial Services

Work Experience

United Bank - Senior Wealth Advisor 2008 - 2014 TIAA - Wealth Management Advisor 2014-2021 ReFrame Wealth - Co Founder and Financial Planner 2021 - now

Work with the following types of clients

Individual Investors, Non-Profit Organizations

Advisory Services Provided

Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$1,000,000

Compensation Methods

Based on Assets

Education

Bachelor of Arts - Spanish

Wake Forest University
09/01/2001 -05/31/2005

Master of Arts - International Development

The George Washington University
09/01/2006 -05/30/2008

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://www.reframewealth.com/wp-content/uploads/2021/05/FormCRS_ReFrame_20210506.pdf

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890186/paladinregistry-ReFrame-Wealth-detailed-disclosure.html

Disclaimer

ReFrame Wealth, LLC (ReFrame Wealth) is a registered investment advisor with the SEC. Please visit our website http://www.reframewealth.com for important disclosures. ReFrame Wealth and its advisors do not provide legal, accounting, or tax advice. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied upon as such.

Paladin Advisors

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Jessie Doll

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