Jessica Pendergraft, CFP® - Email & Phone Number

Financial Planner at Provenance Wealth Advisors

Jessica Pendergraft, CFP® is based out of Miami-Fort Lauderdale Area and works at Provenance Wealth Advisors as Financial Planner.

Jessica Pendergraft, CFP®'s Contact Information

Latest update

December 30, 2025

Location

Miami-Fort Lauderdale Area

Jessica Pendergraft, CFP®'s Work History

Financial Planner

Provenance Wealth Advisors

Mar 2021 - Present

Vice President, Financial Consultant

Fidelity Investments

Feb 2020 - Jan 2021

Financial Advisor

UBS

Jun 2018 - Jan 2020

Wealth Planning Analyst

UBS

Jul 2016 - Jun 2018

Senior Registered Client Service Associate

UBS

Jan 2015 - Jul 2016

Jessica Pendergraft, CFP®'s Education

University of Miami - School of Business

Master

2017 - 2018

University of Florida

Bachelor of Arts (B.A.)

2003 - 2006

Jessica Pendergraft, CFP®'s Skills

Business Development

Financial Planning

Wealth Management

Life Cycle Planning

Relationship Building

Private Piloting

Jessica's current employer

Provenance Wealth Advisors

Description

Website

provwealth.com

HQ Location

Fort Lauderdale, FL, United States

Number of employees

11-50

Industry

Financial Services

Latest update

May 1, 2024

Read about Provenance Wealth Advisors

Frequent questions about Jessica Pendergraft, CFP®

What company is Jessica Pendergraft, CFP® working for?

Jessica Pendergraft, CFP® works for Provenance Wealth Advisors.

What is Jessica Pendergraft, CFP®'s function at Provenance Wealth Advisors?

Jessica Pendergraft, CFP® is Financial Planner at Provenance Wealth Advisors.

Where is Jessica Pendergraft, CFP® based?

Jessica Pendergraft, CFP® is based out of Miami-Fort Lauderdale Area.

Who are Jessica Pendergraft, CFP®'s co-workers?

Jessica Pendergraft, CFP®'s colleagues are Eric Zeitlin, Scott Montgomery, William McKenna, Lee Hediger, Sean Deviney, Rob Weiss, Todd Moll, Carolina Rojas, Lisa Donelson, Thomas Scanlan, Joseph Karl, Gail Smith, Kathleen Marteney, Jim Kunkel, Shane Phillips, Lauren Bernal, Brooke Martin, Stefan Pastor, Evan Dunayer, Morgan Hill, Jessica Pendergraft, Martha Swain, Oscar AAMS.

Jessica's co-workers

Eric Zeitlin

Chief Executive Officer

Scott Montgomery

Director, Financial Advisor, RJFS Financial Advisor

William McKenna

Regional Director, Director of Development and Recruiting

Lee Hediger

Founding Director and Financial Advisor

Sean Deviney

Director, Financial Advisor

Rob Weiss

Regional Director, PWA and Financial Advisor, RJFS

Todd Moll

Director and Chief Investment Officer

Carolina Rojas

Investment Associate at Provenance Wealth Advisors

Lisa Donelson

Operations /Compliance Manager, RJFS Financial Advisor

Thomas Scanlan

Chief Compliance Officer

Joseph Karl

Chief Investment Strategist

Gail Smith

Compliance Specialist

Portfolio Manager, Financial Advisor

Lauren Bernal

Senior Operations Associate

Brooke Martin

Underwriting Analyst

Stefan Pastor

RJFS Financial Advisor

Financial Planning Manager

Oscar AAMS

Financial Advisor

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