Jessica Mayfield
Jessica Mayfield is a registered investment advisor at Schwab Wealth Advisory, INC., based in Atlanta, GA, with 11 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
3424 Peachtree Road NE, Suite 1750, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (2)
Financial
May 2021Financial
April 2021Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Truist Advisory Services, INC.
Suntrust Investment Services, INC.
Truist Investment Services, INC.Broker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
VALIC Financial Advisors, INC.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.