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Jessica Amy Wilhite

Decisionpoint Financial, LLC

Mesa, AZ

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Current Employers
Decisionpoint Financial, Llc

2443 N Greenfield Rd. Suite 217, Mesa, AZ 85215 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-01-13
  • AZ RA
    APPROVED
    Since 2025-01-13

Branch Locations

2443 N Greenfield Rd. Suite 217, Mesa, AZ 85215 • 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
Canyons School District Sandy UT 08/2018 05/2019
Corelife Eatery Sandy UT 02/2020 07/2020
Krispy Kreme Logan UT 02/2021 05/2021
Prospect Airport Services Salt Lake City UT 05/2021 08/2021
Sgfusion Management, Llc Provo UT 01/2022 05/2022
Utah Community Credit Union Orem UT 05/2022 04/2023
Fidelity Investments American Fork UT 05/2023 04/2024
Brighton High School Cottonwood Heights UT 08/2016 05/2020
Utah State University Logan UT 08/2020 12/2021
Utah Valley University Orem UT 01/2022 05/2023
Salt Lake Community College Sandy UT 01/2018 05/2018
Salt Lake Community College Sandy UT 08/2019 05/2020
Decisionpoint Financial Mesa AZ 05/2024 Present
  • 08/2018 → 05/2019
    Canyons School District
    Sandy, UT
  • 02/2020 → 07/2020
    Corelife Eatery
    Sandy, UT
  • 02/2021 → 05/2021
    Krispy Kreme
    Logan, UT
  • 05/2021 → 08/2021
    Prospect Airport Services
    Salt Lake City, UT
  • 01/2022 → 05/2022
    Sgfusion Management, Llc
    Provo, UT
  • 05/2022 → 04/2023
    Utah Community Credit Union
    Orem, UT
  • 05/2023 → 04/2024
    Fidelity Investments
    American Fork, UT
  • 08/2016 → 05/2020
    Brighton High School
    Cottonwood Heights, UT
  • 08/2020 → 12/2021
    Utah State University
    Logan, UT
  • 01/2022 → 05/2023
    Utah Valley University
    Orem, UT
  • 01/2018 → 05/2018
    Salt Lake Community College
    Sandy, UT
  • 08/2019 → 05/2020
    Salt Lake Community College
    Sandy, UT
  • 05/2024 → Present
    Decisionpoint Financial
    Mesa, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-15
S63 Uniform Securities Agent State Law Examination 2023-08-09
  • S65 Uniform Investment Adviser Law Examination
    2024-08-15
  • S63 Uniform Securities Agent State Law Examination
    2023-08-09
Other Names
  • Jessica Amy Wilhite
  • Jess Wilhite
  • Jessica Wilhite

View on SEC IAPD

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