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Jessica June Mayfield

Schwab Wealth Advisory, Inc.

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About Jessica June Mayfield

Jessica June Mayfield is a financial advisor in Atlanta, Georgia. Jessica has been working in the financial industry since 2012. Jessica is currently registered with Schwab Wealth Advisory, Inc. and holds Series 7, Series 63 and Series 66 licenses. Jessica provides financial planning and portfolio management services to individuals and businesses. Jessica also has experience working at Truist Investment Services, Inc. and E*TRADE Securities LLC.

Firm Information

Jessica Mayfield is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Jessica Mayfield’s Registration & Firm History

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)

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Licenses & Designations

BOTH

Issued 05/27/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/07/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 2 public disclosures for Jessica June Mayfield. Review regulatory record here.
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