Jessie Masterson-Torres
515-453-9363
jessie.masterson-torres@ap-fin.com
As Account Manager, Jessie accomplishes many aspects in implementing our client services, including direct client communication, account creation and management, various client or account-related projects, and other administrative support. Jessie also provides support to our business operations in relation to some compliance responsibilities, organizational of maintaining records, and various other operational duties.
She is a 2009 graduate of Upper Iowa University, where she earned a BA in Business Administration. Jessie started with us as a Receptionist in 2021 and enjoys facilitating the interactions between our Advisors and Clients.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC dba AssuredPartners Financial Advisors, an SEC registered investment advisor. AssuredPartners Financial Advisors and LPL Financial are separate non-affiliated entities.
GRP Advisor Alliance is an independent network of retirement plan focused advisors. GRP Advisor Alliance is not affiliated with or endorsed by LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.