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Jessica Barry

Jessica Barry

Tour Guide

location of Jessica BarryRaymond James & Associates, Inc.

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  • Timeline

  • About me

    Wealth Management Associate

  • Education

    • ACCENT

      2019 - 2019
      Study Abroad Program Cultural Studies

      I studied abroad in Florence, Italy for 5 months at the ACCENT Center. This was a cross cultural experience as I developed the skills of open-mindedness, resilience, adaptability and the ability to think critically by coming up with creative solutions to challenges I faced while in Italy.

    • UC Santa Barbara

      2017 - 2020
      Bachelor of Arts - BA Economics

  • Experience

    • UC Santa Barbara

      Oct 2018 - Dec 2020
      Tour Guide

      This is a highly competitive student job at UCSB. Every year, there are over 400 applications for 25 open spots. As a student ambassador for UCSB, I have led tours for over 1000 admitted and prospective students. I demonstrated effective communication skills by adapting my tour information to help address the needs of the diverse groups of individuals I interact with.

    • Modern Woodmen of America

      Jun 2020 - Dec 2020
      Intern

      I worked under the managing partner of Modern Woodmen of America to examine and analyze various types of case studies. I provided advice throughout various case studies and determined actions to optimize clients' financial needs. Some of the financial needs I addressed are retirement portfolios, savings accounts, and various forms of insurance.

    • PlanMember Financial Corporation

      Jan 2021 - Jun 2022
      Customer Service Representative

      I worked as a Pension Plan Service Administrator for a company that manages $16 billion worth of assets, consisting of more than 200,000 participant accounts. I assisted representatives with their day to day activities, such as placing trades to change investment strategies for their clients, trades to facilitate the contribution of funds into retirement accounts, and the distribution of funds.

    • Raymond James & Associates, Inc.

      Jan 2023 - now
      Wealth Management Associate

  • Licenses & Certifications

    • SIE, Series 6, and Series 7

      FINRA

    • Series 63 and 65

      NASAA

  • Honors & Awards

    • Awarded to Jessica Barry
      Dean's Honor Roll (4x) UCSB Dean's Honors is granted at the end of each quarter to a student who earned a grade-point average of 3.75 or higher for the quarter, while taking a course load of 12 or more letter-graded units.