Jessie Tranchina-satterfield

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CRD#: 7464812

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jessie Tranchina-satterfield, who also goes by Jessie Satterfield, Jessie Joseph Tranchina-satterfield, was a registered financial professional .

Jessie is a previously registered financial professional and started their career in finance in 2022. Jessie had worked at 6 firms and has passed the Series 66, Series 99TO, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jessie Satterfield | Jessie Joseph Tranchina-Satterfield

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 24, 2025 - February 25, 2026

STRATEGY FINANCIAL GROUP

RIA

CRD#: 164531

PHOENIX, AZ

Past

Registered Investment Advisory firm - (10/1/2021 Terminated)

New Mexico

Registered Investment Advisory firm - (9/30/2021 Terminated)

Texas

Registered Investment Advisory firm - (12/17/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/6/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 4/10/2025

Operations Professional Examination

General Industry/Product Exam

Series 7TO

Date: 3/15/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/26/2022

Securities Industry Essentials Examination

Current Firm

STRATEGY FINANCIAL GROUP

STRATEGY FINANCIAL GROUP | STRATEGY FINANCIAL SERVICES, LLC | STRATEGY FINANCIAL SERVICES

CRD#: 164531 / SEC#: 801-122298

RIA

Registered Investment Advisory firm - (8/13/2021 Approved)

Arizona

Registered Investment Advisory firm - (9/30/2021 Terminated)

California

Registered Investment Advisory firm - (10/30/2021 Terminated)

Michigan

Registered Investment Advisory firm - (10/1/2021 Terminated)

New Mexico

Registered Investment Advisory firm - (9/30/2021 Terminated)

Texas

Registered Investment Advisory firm - (12/17/2015 Terminated)

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Contact information

Main Address

7010 E Chauncey Lane #130, Phoenix, AZ 85054

Mailing Address

Phone number

(602) 343-9301

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STRATEGY FINANCIAL GROUP ADV 2A AUG 2025 (8/18/2025)

Regulatory assets under management

Total Number of Accounts	1,692
AUM (Assets Under Management)	$ 279,866,584

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.

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Advisor Monitoring

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Jessie Tranchina-satterfield

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

STRATEGY FINANCIAL GROUP

LPL FINANCIAL LLC

LPL FINANCIAL LLC

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

STRATEGY FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 4/6/2022

Series 99TO

Date: 4/10/2025

Series 7TO

Date: 3/15/2022

SIE

Date: 1/26/2022

Current Firm

STRATEGY FINANCIAL GROUP

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATEGY FINANCIAL GROUP

TRUST BUT VERIFY

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