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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Mayo is a Registered Investment Advisor (IA) in Texas and has been in the industry since September 2014. Jessica is currently employed by Captrust in San Antonio. Jessica works with individuals, high net worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and insurance companies. Jessica specializes in providing financial planning, pension consulting, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Jessica is an active member of the investment community and participates in various industry-related events and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/23/2023 - Present
Captrust (San Antonio TX)
IA
Issued 09/29/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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