Jessica Schmidt, financial advisor Ponte Vedra Beach FL

Jessica Schmidt

CRD Number: 6766225
Current Firm: B&c Financial Advisors

Jessica Schmidt (CRD# 6766225) is an Investment Advisor Representative working at B&c Financial Advisors in Ponte Vedra Beach, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
B&c Financial Advisors Ponte Vedra, FL Jul 2016 - Current 7
Longhorn Steakhouse St. Augustine, FL Jul 2013 - May 2016 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2017
Contact Info for Jessica L. Schmidt
Phone Number: 904-273-9850
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    503
    MILLIONS
  • Total Number of Accounts
    1,187
    ACCOUNTS
  • Average Account Value
    $423,508
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, FL, GA, LA, NC, NH, NJ, NY, TN, TX, VA

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