Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Mayfield is a financial advisor with Schwab Wealth Advisory, Inc. Jessica has been in the financial industry since 2012. Jessica is licensed in Georgia to provide both brokerage and investment advisory services. Jessica has been registered with Charles Schwab & Co., Inc. and Schwab Wealth Advisory, Inc. since 2024. Prior to that Jessica was registered with Truist Investment Services, Inc., and E*TRADE SECURITIES LLC. Jessica has a wide range of experience in providing financial advice to both individuals and businesses.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
GA
10/09/2024 - Present
Schwab Wealth Advisory, Inc. (Atlanta GA)
GA
11/17/2016 - 08/20/2024
TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
06/27/2013 - 07/28/2015
E*TRADE SECURITIES LLC (ALPHARETTA GA)
FL
08/10/2012 - 03/07/2013
VALIC FINANCIAL ADVISORS, INC. (VENICE FL)
BOTH
Issued 5/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/7/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/9/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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