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Jessica Shotwell Pence

WAYPOINT WEALTH PARTNERS, INC.·MILL VALLEY, California
Unclaimed Profile
1 BELVEDERE PLACE, MILL VALLEY, CA 94941CRD# 7232383Firm CRD# 131155
01

About

Jessica Shotwell Pence is a registered financial advisor based in MILL VALLEY, California, affiliated with WAYPOINT WEALTH PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WAYPOINT WEALTH PARTNERS, INC.
WAYPOINT WEALTH PARTNERS
AUM
$936M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at WAYPOINT WEALTH PARTNERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7232383
Firm CRD# 131155
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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