Jessica Ballin
Principal/Financial Advisor, 401k Plan Professionals
Jessica Ballin is listed as Principal/Financial Advisor, 401k Plan Professionals. Jessica spoke at PLANADVISER 360 2026 in November 2026 (moderator, “Committee Meeting Evolution”). Speaks mainly on Breakout 2.
Compiled from published conference agendas; not yet confirmed by Jessica. Is this you? Claim this profile.
- Topics: Breakout 2
About
Jessica Ballin is an Investment Advisor Representative and Principal of 401k Plan Professionals. She has been a retirement plan adviser and consultant for 25 years, joining LPL Financial in January 2007. She graduated from the Carlson School of Management at the University of Minnesota in 2000. She obtained her Series 7 (registration held through LPL Financial) and 66 (held through 401k Plan Professionals and LPL Financial) licenses and is an Accredited Investment Fiduciary (AIF). Jessica has earned the C(k)P Certified 401(k) Professional Designation from The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education.
Sessions at 1 conference
PLANADVISER 360 2026 9 November 2026 – 11 November 2026
- Committee Meeting Evolution Moderator · 10 November 2026
Spoke alongside
People who have shared a session with Jessica at events on B2DB.
- George Sepsakos Principal · Groom Law Group 1 shared session
- Kristi Baker Managing Partner · CSi Advisory Services, a division of HUB International 1 shared session