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Jessica Baumgartner

Financial Advisor

Designations: CRPC®

  (732) 449-5323

  Manasquan, NJ

Jessica is a financial advisor in our Manasquan, NJ office. She is passionate about helping clients make smart and sensible decisions about their finances. She believes in a comprehensive planning approach to ultimately help clients simplify the complexities of their financial lives and position themselves for success.

Jessica began her career in financial services after graduating from the University of Delaware with a Bachelor of Science degree in Business Administration with a concentration in Finance. She started her professional life at U.S. Trust Company’s high net worth trust division in NYC before moving back to NJ. She continued to hold predominantly financial planning roles at Morgan Stanley and Citi Smith Barney before joining George McKelvey Co. in 2016 which then joined Allworth in 2024. In addition to the standard industry licensing, Jessica holds her CRPC®, Charter Retirement Planning Counselor, designation. Her experience has allowed her to work closely with clients navigating numerous aspects of the financial planning process and at various stages in their life’s journey. She’s committed to providing a high level of personalized service and attentive client care tailored to meet each client’s unique needs.

Outside of work, Jessica enjoys spending quality time with her husband, two children, and dogs.

Education and Certifications

Who I work with

What guides my approach

Jessica is a financial advisor in our Manasquan, NJ office. She is passionate about helping clients make smart and sensible decisions about their finances. She believes in a comprehensive planning approach to ultimately help clients simplify the complexities of their financial lives and position themselves for success.

Jessica began her career in financial services after graduating from the University of Delaware with a Bachelor of Science degree in Business Administration with a concentration in Finance. She started her professional life at U.S. Trust Company’s high net worth trust division in NYC before moving back to NJ. She continued to hold predominantly financial planning roles at Morgan Stanley and Citi Smith Barney before joining George McKelvey Co. in 2016 which then joined Allworth in 2024. In addition to the standard industry licensing, Jessica holds her CRPC®, Charter Retirement Planning Counselor, designation. Her experience has allowed her to work closely with clients navigating numerous aspects of the financial planning process and at various stages in their life’s journey. She’s committed to providing a high level of personalized service and attentive client care tailored to meet each client’s unique needs.

Outside of work, Jessica enjoys spending quality time with her husband, two children, and dogs.

More About Jessica:

About Allworth

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30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better — because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.

You get a financial ally for life.

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

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30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9