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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst12 years in industry

JESSICA ALLISON SKOLNICK

Advisor at MINDI FINANCIAL

BEACON, NY

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Search this name across graphsid dfx:ria:c8f74fb4-5bcf-b82f-8f75-22ae53ac902c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 16, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MINDI FINANCIAL
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 25, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S63
First exam: Nov 25, 2013
First registration: Jan 16, 2014
Dual registered: no
Other names: JESSICA SKOLNICK|JESS SKOLNICK
IAPD individual key: 5174160

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MINDI FINANCIAL	State registered	May 4, 2026	n/a	yes	BEACON, NY	Current employment
ARCHER INVESTMENT MANAGEMENT	Independent wealth	May 8, 2024	Oct 9, 2025	no	AUSTIN, TX\|Beacon, NY	Previous registration
GITTERMAN WEALTH MANAGEMENT, LLC	Former SEC adviser	Jan 28, 2021	Jan 19, 2024	no	EDISON, NJ	Previous registration
LADENBURG THALMANN ASSET MANAGEMENT INC	Other adviser	Jan 16, 2014	Jul 28, 2015	no	NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ARCHER INVESTMENT MANAGEMENT	MINDI FINANCIAL	Oct 9, 2025	May 4, 2026	207	Firm change	RIA to state RIA
GITTERMAN WEALTH MANAGEMENT, LLC	ARCHER INVESTMENT MANAGEMENT	Jan 19, 2024	May 8, 2024	110	Firm change	RIA to RIA
LADENBURG THALMANN ASSET MANAGEMENT INC	GITTERMAN WEALTH MANAGEMENT, LLC	Jul 28, 2015	Jan 28, 2021	2,011	Firm change after gap	Other

Relationships

Registered with (4)

→ MINDI FINANCIALRegistered adviserregistration: current employment
May 4, 2026 to presentfactForm ADV
→ ARCHER INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
May 8, 2024 to Oct 9, 2025factForm ADV
→ GITTERMAN WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 28, 2021 to Jan 19, 2024factForm ADV
→ LADENBURG THALMANN ASSET MANAGEMENT INCRegistered adviserregistration: previous registration
Jan 16, 2014 to Jul 28, 2015factForm ADV

Dated events

Occurred
Oct 9, 2025
Advisor changed firm
Jessica Allison Skolnick left Archer Investment Management for Mindi Financial (registered 2026-05-04)
Form ADVobserved 6 days ago
Occurred
Jan 19, 2024
Advisor changed firm
Jessica Allison Skolnick left Gitterman Wealth Management, Llc for Archer Investment Management (registered 2024-05-08)
Form ADVobserved 6 days ago