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JM

Jessica J. Mayfield

SCHWAB WEALTH ADVISORY
Atlanta, GA 30326
Some features on this profile are disabled
CRD#: 5440795
JM

Professional summary

Jessica June Mayfield, who also goes by Jessica June Cheney, Jessica Cheney, Jessica June Cheney-everett, Jessica June Kuczynski, Jessica Kuczynski, Jess Mayfield, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Atlanta, Georgia and CHARLES SCHWAB & CO., INC. located in Atlanta, Georgia.

Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Jessica has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jessica June Cheney | Jessica Cheney | Jessica June Cheney-Everett | Jessica June Kuczynski | Jessica Kuczynski | Jess Mayfield

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Jackspade Limited co. | Investment Related:No|Retail|Part owner in LLC. |6/12/2025|Less than 20|0|Providing assistance with overall business management such as organizing inventory and maintaining the cost basis/sales records., 2) Rental property | Investment Related:No|Real Estate (Non-Agent/Broker)|Landlord|8/1/2025|Varies|0|renting my home and providing continual maintenance of the home as the landlord

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica June Mayfield's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 6, 2024 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: 3424 Peachtree Road Ne Suite 1750, Atlanta, GA 30326
RIA
CRD#: 159035
Atlanta, GA
Current

September 5, 2024 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 3424 Peachtree Road Ne Suite 1750, Atlanta, GA 30326
RIA
BD
CRD#: 5393
Atlanta, GA
Past

November 28, 2016 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
ATLANTA, GA
Past

November 28, 2016 - August 20, 2024

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
ATLANTA, GA
Past

November 17, 2016 - August 20, 2024

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

June 16, 2014 - July 28, 2015

HARRISDIRECT LLC

RIA
CRD#: 42159
ALPHARETTA, GA
Past

June 27, 2013 - July 28, 2015

E*TRADE SECURITIES LLC

BD
CRD#: 29106
ALPHARETTA, GA
Past

August 10, 2012 - March 7, 2013

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
VENICE, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA
Registered Investment Advisory firm - (12/9/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(10/8/2024)
RR
California
(10/29/2025)
RR
Florida
(10/9/2024)
RR
Georgia
(9/5/2024)
IAR
Georgia
(9/6/2024)
RR
Illinois
(5/2/2025)
RR
Kentucky
(10/16/2024)
RR
Louisiana
(10/3/2025)
RR
Massachusetts
(5/14/2025)
RR
Nevada
(8/10/2025)
RR
New York
(2/2/2025)
RR
Ohio
(2/10/2025)
RR
Tennessee
(10/9/2024)
IAR
Texas
(10/9/2024)
RR
Texas
(2/6/2025)
RR
Wisconsin
(8/8/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/27/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/7/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/9/2012
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA
Registered Investment Advisory firm - (12/9/2011 Approved)
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Contact information

Main Address
211 Main Street, San Francisco, CA 94105-1901
Mailing Address
Phone number
(415) 667-7000
Established
Firm type
Fiscal year end
# of Employees
1,042

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (9/23/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035Atlanta, GA 30326

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