Jessica Cassady Mcdonald

Current Employers

Southern Wealth Builders

Birmingham, AL • United States

Current Registrations

Authority	Category	Status	Date
AL	RA	APPROVED	2023-07-14

AL RA
APPROVED

Since 2023-07-14

Branch Locations

Birmingham, AL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
New Life Church	Augusta	GA	01/2013	07/2017
Kassouf Wealth Advisors	Birmingham	AL	09/2017	08/2018
Tabula Rasa Advisors	Birmingham	AL	08/2018	01/2021
Rfg Advisory	Birmingham	AL	02/2021	11/2021
Rfg Advisory	Birmingham	AL	11/2021	04/2023
Southern Wealth Builders Llc	Birmingham	AL	04/2023	Present
Xylo Ai	Lakeville	MN	12/2025	Present

01/2013 → 07/2017

New Life Church

Augusta, GA
09/2017 → 08/2018

Kassouf Wealth Advisors

Birmingham, AL
08/2018 → 01/2021

Tabula Rasa Advisors

Birmingham, AL
02/2021 → 11/2021

Rfg Advisory

Birmingham, AL
11/2021 → 04/2023

Rfg Advisory

Birmingham, AL
04/2023 → Present

Southern Wealth Builders Llc

Birmingham, AL
12/2025 → Present

Xylo Ai

Lakeville, MN

Other Businesses

XYLO AI; non investment-related; 5123 W 98th St. #2237 Lakeville, MN 55437; an AI technology company; Client Advisory Board Member; 12/2025; 1 hour/month, 0 hours/month during trading hours; Jessica McDonald tests and provides feedback on the use of an Artificial Intelligence tool.

Designations