Unclaimed Profile

Jessica Shotwell Pence

WAYPOINT WEALTH PARTNERS, INC.·MILL VALLEY, California

Clean record6 years registeredWAYPOINT WEALTH PARTNERS, INC.

1 BELVEDERE PLACE, MILL VALLEY, CA 94941CRD# 7232383Firm CRD# 131155

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jessica Shotwell Pence · MILL VALLEY, CA

Registration

CRD #7232383 · WAYPOINT WEALTH PARTNERS, INC. · 6 years registered

Brand Profile

Not yet started

Career History

BEACON POINTE ADVISORS, LLC

Jul 2025 – present

WAYPOINT WEALTH PARTNERS

Mar 2020 – Aug 2025

New Orleans, LA

Registrations & Exams

Registration record

First registered · March 10, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WAYPOINT WEALTH PARTNERS, INC.

CRD 131155 · SEC 801-69262

AUM

$936M

Regulatory assets under management

Employees

887 client accounts

Services offered by WAYPOINT WEALTH PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WAYPOINT WEALTH PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Jessica Shotwell Pence offer?

Jessica Shotwell Pence specializes in Financial Planning, Investment Management. Contact their office in MILL VALLEY, California for a consultation.

What are Jessica Shotwell Pence's credentials?

Jessica Shotwell Pence is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jessica Shotwell Pence located?

Jessica Shotwell Pence is based in MILL VALLEY, California, working with WAYPOINT WEALTH PARTNERS, INC.. Their office serves clients in the MILL VALLEY metropolitan area and surrounding communities.

How does Jessica Shotwell Pence charge for services?

Jessica Shotwell Pence's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WAYPOINT WEALTH PARTNERS, INC.?

WAYPOINT WEALTH PARTNERS, INC. has approximately 13 employees and manages $936M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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