Best Investors Account Sign in
Inactive

Jessica Lee Adams

B&C Financial Advisors

Ponte Vedra Beach, FL

CRD 6766225

Claim This Profile
Employer firm

B&C Financial Advisors CRD 110295

$626M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
B&C Financial Advisors

110 Professional Drive Suite 101, Ponte Vedra Beach, FL 32082 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-03-17
  • FL RA
    APPROVED
    Since 2017-03-17

Branch Locations

110 Professional Drive Suite 101, Ponte Vedra Beach, FL 32082 • 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
OrganizationCityStateFromTo
B&C Financial Advisors Ponte Vedra FL 07/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-14
  • S65 Uniform Investment Adviser Law Examination
    2017-02-14
Other Names
  • Jessica Lee Schmidt

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
SAWGRASS ASSET MANAGEMENT LLC
CORAL REEF ADVISORS LLC

Nearby Investors

SCOTT DOUGLAS CONROY
GALE RUSSELL CREIGHTON
DEAN EDWARD MCQUIDDY

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · PONTE VEDRA BEACH, FL
SAWGRASS ASSET MANAGEMENT LLC · PONTE VEDRA BEACH, FL
CORAL REEF ADVISORS LLC · PONTE VEDRA BEACH, FL

More in Ponte Vedra Beach, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor