CoverProfile

Jessica Trunck

Chief Compliance Officer

Westminster Financial Companies

United States, Ohio, Dayton

About Me

Jessica serves as the Chief Compliance Officer of Westminster Financial Securities, Inc. and Westminster Financial Advisory Corp. Her duties include the day-to-day supervision of registered representatives, ensuring the firm has adequate policies and procedures in place to achieve compliance with applicable rules and regulations, and providing guidance to the operations department related to client and representative support. She joined Westminster in 2002 and is registered as a Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 52 (Municipal Securities Representative), and Series 66 (Uniformed Combined State Law). Jessica is marr

View more

Profile Information

Chief Compliance Officer

Westminster Financial Companies

Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Dayton

Ohio

United States

Sep 20, 2024

More profiles to browse

Profile Photo
Stuart Brazie
Manager and Managing Director
VN
Vivienne Noufer
Investment Advisor
NB
Norm Burkhardt
Board Member & Vice Chairman
MS
Michael Suhay
Lead Portfolio Manager

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST
BM
Ba Minuzzi
Founder & CEO
Umana
JB
Joy Bunzel
Client Services
Sierra Investment Management