Invested Better
Unclaimed

Unclaimed

Unclaimed

Jessica Leigh Lainhart

Usaa Investment Services Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jessica? Claim Your Profile

About Jessica Leigh Lainhart

Jessica Leigh Lainhart is a financial advisor with over 12 years of experience in the financial services industry. Jessica is currently registered with USAA Investment Services Co. and has been with the firm since January 2018. Previously, Jessica was employed with USAA Financial Advisors, Inc. Jessica specializes in providing financial advice to individuals and families. Her primary focus is helping clients achieve their financial goals through comprehensive financial planning, investment management, and insurance planning.

Firm Information

Jessica Lainhart is currently registered with Usaa Investment Services Co.. USAA Investment Services Co. is a corporation headquartered in San Antonio, TX, formed in September 1988. They offer financial planning and other advisory services to individuals and high-net-worth individuals. The firm is registered with the SEC and holds licenses in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. They have a total of 150 registered representatives and 109 investment adviser representatives.
Usaa Investment Services Co.

9800 FREDERICKSBURG ROAD

SAN ANTONIO, TX 78288-0227

Not reported

Assets Under Management

1,609

Total Clients

136

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.

check

financial planning services

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

check

referrals

Referrals

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.

check

other

Referral fees pursuant to a referral agreement

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jessica Lainhart’s Registration & Firm History

TX

01/08/2018 - Present

Usaa Investment Services Co. (SAN ANTONIO TX)

TX

07/18/2008 - 06/08/2020

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

Not sure if Jessica Leigh Lainhart is right for you?

Licenses & Designations

IA

Issued 01/26/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/21/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/27/2018

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 02/05/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jessica Leigh Lainhart.
Not sure if Jessica Leigh Lainhart is right for you?