Jessica
Hemard

Invista Advisors

CRD#7761037
Investment Advisor
in Auburn, AL

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About this Advisor

Jessica Hemard is a financial advisor based in Auburn, Alabama, working with Invista Advisors. Jessica has previously held positions at Invista Advisors, Machen Mcchesney, Opsahl Dawson, Borland Benefield, P.C. Fka Lovoy, Summerville & Shelton, and Auburn University - Department Of Internal Auditor. Jessica is registered to provide services in Alabama. Currently, Jessica is part of Invista Advisors, which operates out of Auburn, Alabama. The firm has 2 offices and 8 employees. The firm manages assets totaling $462.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Invista Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1820 East University Drive
Auburn, AL 36830

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Invista Advisors Brokerage Details

Total Assets Under Management

$462,356,039

AL Average: $1,620,585,161
Total Number of Employees

8

AL Average: 52
Total Number of Accounts

994

AL Average: 1,560
Average Account Size

$465,147

AL Average: $1,038,837

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Jessica Hemard Work History

2023 - Present (1 year)

Invista Advisors

2022 - Present (2 years)

Machen Mcchesney

2019 - 2022 (3 years)

Opsahl Dawson

2014 - 2019 (5 years)

Borland Benefield, P.C. Fka Lovoy, Summerville & Shelton

2013 - 2014 (1 year)

Auburn University - Department Of Internal Auditor

Disclosures

Please visit the SEC profile of Jessica Hemard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Invista Advisors

Michael Barranco
Montgomery, AL
Donald Chastain
Auburn, AL
Jessica Hemard
Auburn, AL
Daniel Sloan
Montgomery, AL
Jason Bryant
Montgomery, AL
Lisa Free
Montgomery, AL
Michael Barranco
Montgomery, AL
Mary Smith
Montgomery, AL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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