Check the background of this advisor on FINRA's BrokerCheck.
Jessica L. Tretter, CFP®
Certifications & Education
Professional Affiliations
Philanthropy
*Represents Past Involvement
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- FINRA Series 7 & 66 registrations held through LPL Financial
- Kentucky Life & Health Insurance Licensed
- Accelerated Executive Certificate in Financial Planning, Bellarmine University 2015
- Bachelor of Science in Accounting, University of Kentucky 2005
- Bachelor of Business Administration in Finance, University of Kentucky 2005
Professional Affiliations
- The Voice of Louisville's Bestie Award for Best Financial Advisor, 2019
- Kentucky Minority & Women Business Enterprise Certification
- Kaplan CFP® Education Program Instructor at Bellarmine University
- Bellarmine University CFP® Advisory Board
- CFP® Board WIN-to-WIN Women’s Mentor
- Kentuckiana Women’s Advisory Network (KWAN)
- Leadership Kentucky, 2017
- Leadership Kentucky Lisa Murrell Award Recipient, 2017
- Leadership Central Kentucky, 2014
- Lexington Young Professionals Association Rising Star Award Recipient, 2013
- Rotary International Group Study Exchange to France, 2013
- Lexington Medical Society Mini-Internship Program, 2013
- Leadership Lexington, 2012
Philanthropy
- Jefferson County Citizen Foster Care Review Board, Member
- Kentucky Organ Donor Affiliates, Board Member
- National Multiple Sclerosis Society, Board Member & Former Board Chairman
- National Multiple Sclerosis Society, National Diversity Committee
- Misters for MS, Founder & Event Chairperson
- Let's Dance Louisville benefitting Feed My Neighbor, 2019 Dancer*
- Kentucky Humane Society, Foster Parent*
- Kentucky Organ Donor Affiliates, Clinical Affairs Council*
- Election for District 88 KY State Representative, Campaign Treasurer*
- American Cancer Society, Leadership Council & Event Chairperson*
- Lexington Clinic Foundation, Board of Trustees*
- Lexington Humane Society, Board of Directors & Foster Parent*
- Northeast Family YMCA, Board of Managers & Campaign Captain*
- Younger Womens Club Most Fashionable Philanthropist Nominee 2016*
- American Cancer Society Mid-South Division, Volunteer of the Year Award Recipient 2011, 2012, & 2013*
*Represents Past Involvement