Jessica C. Mcdonald
SOUTHERN WEALTH BUILDERS
Birmingham, AL
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CRD#: 7337410
Professional summary
Jessica Cassady Mcdonald, CFP® is a registered financial advisor currently at SOUTHERN WEALTH BUILDERS located in Birmingham, Alabama.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jessica has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Cassady Mcdonald's 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®
CFP®
Start date: 2022
Experience
Current
July 14, 2023 - Present
SOUTHERN WEALTH BUILDERS
RIA
CRD#: 326800
Birmingham, AL
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.Highlighted states indicate IAR registrations
IAR
Alabama(7/14/2023)
Exams
Current Firm
SW
SOUTHERN WEALTH BUILDERS
SOUTHERN WEALTH BUILDERS | SOUTHERN WEALTH BUILDERS LLC
CRD#: 326800 / SEC#:
Alabama
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Contact information
Main Address
Birmingham, AL
Mailing Address
Phone number
(205) 427-3363
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 23 |
| AUM (Assets Under Management) | $ 1,267,510 |
Red Flags
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