Jasmine serves as an Operations Associate at Heritage. She supports all aspects of client services for new, existing, and prospective clients. Jasmine also assists with alternative investment management, helping funds process subscription documents and redemption requests.
Prior to joining Heritage, Jasmine attended San Diego State University where she graduated cum laud, and received her Bachelor’s in Finance.
MEET WITH A PARTNER
Ready to take the next step in your financial journey?
Get in touch to tell us more about your plans and see if we might be the right co-captain for you.
Call (858) 613-9191 for a free consultation.
Copyright © 2022 Heritage Wealth Management, Inc.
Heritage Wealth Management, Inc. is a SEC Registered Investment Advisor. Heritage Wealth Management, Inc. may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, have filed notice or are otherwise excluded or exempted from registration requirements. The purpose of this web site is for distributing information on products and services. Any communications with prospective clients residing in states or international jurisdictions where Heritage Wealth Management, Inc. and its representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Nothing on this web site should be construed as personalized investment advice, which can only be provided in one-on-one communications.
