financial advisor in El Cajon Jessica Mohrman
2755 Navajo Rd
El Cajon, CA 92020
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It is my pleasure to serve the financial needs of people in the San Diego area. My experience in the financial industry started in 2002 and I became a financial advisor in 2003. I hold a Bachelor of Science in business administration and finance from Auburn University. California Insurance License #0E18774.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Area of focus
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Goals-based wealth management
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.