Unclaimed Profile

Jessica Lynn Burch

WINNOW WEALTH, LLC·WACO, Texas

Series 65Clean record11 years registeredWINNOW WEALTH, LLC

200 W. HWY 6, WACO, TX 76712CRD# 6541011Firm CRD# 317181

Profile Verification

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

Identity

Jessica Lynn Burch · WACO, TX

Registration

CRD #6541011 · WINNOW WEALTH, LLC · 11 years registered

Brand Profile

Not yet started

Career History

WINNACLE WEALTH, LLC

Jan 2022 – present

BROOKSTONE WEALTH ADVISORS, LLC

Sep 2019 – present

REGAL INVESTMENT ADVISORS LLC

May 2017 – Sep 2019

Waco, TX

WEALTH WATCH ADVISORS, LLC

Aug 2015 – Jun 2017

WACO, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 4, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WINNOW WEALTH, LLC

CRD 317181 · SEC 801-130201

AUM

$101M

Regulatory assets under management

Employees

724 client accounts

Services offered by WINNOW WEALTH, LLC

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 WINNOW WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Jessica Lynn Burch offer?

Jessica Lynn Burch specializes in Financial Planning, Investment Management. Contact their office in WACO, Texas for a consultation.

What are Jessica Lynn Burch's credentials?

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

Where is Jessica Lynn Burch located?

Jessica Lynn Burch is based in WACO, Texas, working with WINNOW WEALTH, LLC. Their office serves clients in the WACO metropolitan area and surrounding communities.

How does Jessica Lynn Burch charge for services?

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

How large is WINNOW WEALTH, LLC?

WINNOW WEALTH, LLC has approximately 3 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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