Jessica
Pence
Waypoint Wealth Partners
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About this Advisor
Jessica Pence is a certified financial planner working in Mill Valley, California who has 3 years of relevant experience. Pence is an advisor for Waypoint Wealth Partners. Over the course of their career, they have held roles at Waypoint Wealth Partners, Ashfield Capital Partners, Gilead Sciences and Claremont Mckenna College. Pence is registered to serve investors in California and Texas. Waypoint Wealth Partners is a registered investment business headquartered in Mill Valley, CA. It oversees $781 million in assets under management between its 794 accounts, making it one of the larger firms in the country by assets under management. Of its 794 customer accounts, 76% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules largely are based on the services provided. Fee types billed by Waypoint Wealth Partners may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Waypoint Wealth Partners Brokerage Details
$780,957,913
13
794
$983,574
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jessica Pence Work History
Jessica has been registered as a financial advisor for 3 years.*
Waypoint Wealth Partners
Ashfield Capital Partners
Gilead Sciences
Claremont Mckenna College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jessica Pence 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 Waypoint Wealth Partners
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
