Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Lee Schmidt is an investment advisor representative at B&C Financial Advisors. Jessica has been in the financial services industry since July 2016. Jessica holds a Series 65 license and is registered with the state of Florida. Jessica has worked at B&C Financial Advisors since July 2016 and previously worked at Longhorn Steakhouse from July 2013. B&C Financial Advisors provides financial planning, pension consulting, and portfolio management services. Jessica is committed to providing her clients with personalized financial advice and guidance. Jessica is also passionate about helping her clients reach their financial goals.
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.
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.
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FL
03/17/2017 - Present
B&C Financial Advisors (PONTE VEDRA BEACH FL)
IA
Issued 02/14/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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