AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
JM

Jessica Maynard

TOUCHSTONE SECURITIES
CINCINNATI, OH
·CRD# 5980452·15 years experience

Professional Summary

Jessica Maynard, who also goes by Jessica Anne Maynard, Jessica Maynard, Jes Moorman, Jessica Anne Moorman, is a registered financial advisor currently at TOUCHSTONE SECURITIES, LLC located in Cincinnati, Ohio. Jessica is registered as a RR (Registered Representative) and started their career in finance in 2011. Jessica has worked at 3 firms and has passed the SIE and Series 6 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jessica Anne Maynard, Jessica Maynard, Jes Moorman, Jessica Anne Moorman

Blog Corner

Similar Advisors

Jamie Mittiga Powell
Jamie Mittiga Powell

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH · CRD#
View profile

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Jamie Mittiga Powell
Jamie Mittiga Powell

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Jamie Mittiga Powell
Jamie Mittiga Powell

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Jamie Mittiga Powell
Jamie Mittiga Powell

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH · CRD#

Years of Experience

15 years in the financial services industry

Current & Past Employments

TOUCHSTONE SECURITIES, LLC·CRD# 1526
BD
303 Broadway Suite 1100, Cincinnati, OH 45202
February 26, 2021 - Present
THE O.N. EQUITY SALES COMPANY·CRD# 2936
BD
Cincinnati, OH
April 30, 2012 - November 24, 2020
FORESTERS FINANCIAL SERVICES, INC.·CRD# 305
BD
Upper Arlington, OH
September 24, 2011 - December 21, 2011

Similar Advisors

Jamie Mittiga Powell
Jamie Mittiga Powell

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH · CRD#

Current Firm

TOUCHSTONE SECURITIES, LLC
TOUCHSTONE SECURITIES, LLC

CONTINENTAL MANAGEMENT, INC. | TOUCHSTONE SECURITIES, LLC | TOUCHSTONE SECURITIES, INC.

CRD#: 1526 / SEC#: 8-14052
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

303 Broadway Suite 1100, Cincinnati, OH 45202

Mailing Address

303 Broadway Suite 1100, Cincinnati, OH 45202

Phone Number

(513) 362-8000

Established

Nebraska since 01/01/2026

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
TOUCHSTONE ADVISORS INCSHAREHOLDER107028
AARTS, ERIKVP, SENIOR FIXED INCOME STRATEGIST2556961
ALGE, BENJAMIN JPRESIDENT6225581
BRAY, TIMOTHY ALLENDIVISIONAL VICE PRESIDENT1858477
CONNELLY, LINDSAY MICHELLEAVP & ASSISTANT TREASURER7212999
COSTANZA, TIMOTHY JOHNVP MANAGING DIRECTOR INSTITUTIONAL DEVELOPMENT4471461
DAY, MICHAELDIVISIONAL VP5089878
GROUT, THOMAS JOSEPHDIVISIONAL VP5889057
JONES, MICHAEL STEPHENASSISTANT VICE PRESIDENT5537600
KOERNER, RICHARD MICHAELVP, SENIOR ETF SALES SPECIALIST2249223
KUSSIN, WILLIAM FREDERICKDIVISIONAL VP5810274
MASTERS, JOSHUAASSISTANT VP7671731
MCGRUDER, JILL TRIPPDIRECTOR1221720
MOCK, MARY TAYLORSVP & HEAD OF DISTRIBUTION5276399
MORSE, JULIE LYNNSVP, MARKETING6743435
MUSGROVE, JOHN SAVP - ASSISTANT TREASURER6607165
NIEMEYER, JONATHAN DAVIDDIRECTOR5863603
RENNERS, TYLER SCOTTSECRETARY8246902
SCOTT, SHAWN MICHAELCHIEF COMPLIANCE OFFICER4673623
SMITH, JULIE LOUISEVICE PRESIDENT3199707
STEARNS, TIMOTHY STEVENVP, COMPLIANCE1327230
WIEDENHEFT, TERRIE ANNCHIEF FINANCIAL OFFICER / PRINCIPAL FINANCIAL OFFICER / TREASURER2619213
WITTMAN, SCOTTVICE PRESIDENT, TAX7679752
WUEBBLING, DONALD JOSEPHDIRECTOR473438

Similar Advisors

Jamie Mittiga Powell
Jamie Mittiga Powell

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH · CRD#

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.

The advisor shows no other business activity.

Similar Advisors

Jamie Mittiga Powell
Jamie Mittiga Powell

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Ohio
(2/26/2021)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 2011About the Series 6 exam
FINRA
SRO Registrations

Similar Advisors

Jamie Mittiga Powell
Jamie Mittiga Powell

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH · CRD#

CRS (Client Relationship Summary) - BD

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

CRS (Customer Relationship Summary)

Similar Advisors

Jamie Mittiga Powell
Jamie Mittiga Powell

CAPITAL ADVISORY SERVICES, LLC

WEST CHESTER, OH · CRD#
JM
Follow Jessica
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required