Jessica B. Hatcher

MERCANTILE INVESTMENT ADVISORS

Wichita Falls, TX 76301

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CRD#: 7730993

Professional summary

Jessica Blair Hatcher is a registered financial advisor currently at MERCANTILE INVESTMENT ADVISORS located in Wichita Falls, Texas.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jessica has worked at 2 firms and has passed the Series 65 exam.

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.

Mercantile Investment Advisors Yes, investment-related 901 Indiana Ave, Wichita Falls, TX 76301 Investment Advisor Financial Advisor 10/22 0 0 operations support

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Blair Hatcher'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

April 24, 2023 - Present

MERCANTILE INVESTMENT ADVISORS

Office #1: 901 Indiana Ave Suite 450, Wichita Falls, TX 76301

RIA

CRD#: 165094

Wichita Falls, TX

Past

December 19, 2023 - February 15, 2024

11 FINANCIAL

RIA

CRD#: 174569

LUFKIN, TX

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".

MERCANTILE INVESTMENT ADVISORS

HERBERT R SMITH & COMPANY | MERCANTILE INVESTMENT ADVISORS | MERCANTILE ADVISORS I, LLC | HERBERT R. SMITH & COMPANY

CRD#: 165094 / SEC#: 801-77019

RIA

Registered Investment Advisory firm - (8/15/2012 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.

Highlighted states indicate IAR registrations

IAR

Texas
(4/24/2023)

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 65

Date: 4/14/2023

Uniform Investment Adviser Law Examination

Current Firm

MERCANTILE INVESTMENT ADVISORS

HERBERT R SMITH & COMPANY | MERCANTILE INVESTMENT ADVISORS | MERCANTILE ADVISORS I, LLC | HERBERT R. SMITH & COMPANY

CRD#: 165094 / SEC#: 801-77019

RIA

Registered Investment Advisory firm - (8/15/2012 Approved)

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Contact information

Main Address

901 Indiana Ave Suite 450, Wichita Falls, TX 76301

Mailing Address

Phone number

(940) 723-5565

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV II 2020 (4/3/2025)

Regulatory assets under management

Total Number of Accounts	73
AUM (Assets Under Management)	$ 130,177,520

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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Jessica B. Hatcher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MERCANTILE INVESTMENT ADVISORS

11 FINANCIAL

Primary Firm SEC Registration

MERCANTILE INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/14/2023

Current Firm

MERCANTILE INVESTMENT ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERCANTILE INVESTMENT ADVISORS

TRUST BUT VERIFY

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