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Financial Planners

Jessie Weiss

MBA, CFP®, AIF®

Wealth Manager

Jessie Weiss

MBA, CFP®, AIF®

Wealth Manager

Biography

Jessie first joined the Plancorp team as a summer intern during her college years. Her strong work ethic, financial acumen and friendly personality made quite an impact, and we were thrilled to welcome her back full time in 2013.

Jessie earned her BSBA in Finance at St. Louis University’s Richard A. Chaifetz School of Business. After graduating, Jessie worked as a Credit Analyst at The Business Bank of Saint Louis and a Treasury Analyst at Saint Louis University (SLU). She earned her MBA with a concentration in management while working at the University.

Jessie and her husband, Joe, are avid travelers with their favorite destinations being Italy or one of our beautiful National Parks. While in town, she can be found entertaining, cooking, trying new restaurants or playing with her goldendoodle, Coffee. She is also the proud Aunt of 10 nieces and nephews and enjoy spending time with them as well as other family and friends.

Awards and recognitions
  • Plancorp Financial Planning Committee, Voting Member, 2018 - Present
Community Involvement

1. Nurses for Newborns, Board Member, 2018 – Present

2. St. Louis University Richard A. Chaifetz School of Business Alumni Engagement Board, Board Member, 2017 – Present

  • Membership Committee, 2017 – Present

3. Visitation Academy Alumnae Association

  • Member, 2013 – Present
  • Class Representative, 2013 – Present

4. The Breast Trivia Night Ever

  • Volunteer Committee, 2017
  • Finance Committee Co-Chair, 2014-2016

5. St. Louis University Young Alumni Advisory Board, Board Member, 2009-2013

  • Marketing Chair, 2010-2013
Education
  • St. Louis University, BSBA, Finance, 2007
  • St. Louis University, MBA, Concentration in Management, 2012
  • Accredited Investment Fiduciary®, 2016 - Present

Insights

Jessica Kerckhoff's Kids Yoga United

Give a brief overview of your organization.

Kids Yoga United is an organization I founded recently in St. Louis. Our mission is to spread yoga to children throughout the St. Louis area regardless of their ability to pay. We have a Foundations program which is a 6 week program for the schools. Throughout the sessions, we teach themed yoga classes with lessons on mindfulness, self-confidence, kindness, and tolerance. 

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How to Instill Smart Money Values in Your Kids

By the time most of us walked across our high school graduation stages, we could recite the Pythagorean Theorem, name all 50 state capitals and identify the different layers of the earth. But how many could do their own taxes or identify their credit score?

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Peter Lazaroff’s New Book, "Making Money Simple"

We’re thrilled to announce the release of Peter Lazaroff’s new book, Making Money Simple.

A prolific writer and our Co-Chief Investment Officer, Peter has built a national reputation as an educator due to his ability to simplify complex financial topics into easily digestible lessons. In addition to running a nationally recognized blog, Peter regularly publishes articles with Forbes and The Wall Street Journal.

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