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

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JL

Jessica C. Layton

TRETE CAPITAL MARKETS
COALVILLE, UT 84017
CRD#: 8092662
Some features on this profile are disabled
JL
Jessica Corrine LaytonTRETE CAPITAL MARKETS

Professional summary

Jessica Corrine Layton, who also goes by Jessica Corrine Izzard, Jessica Corrine Schroeder, is a registered financial professional currently at TRETE CAPITAL MARKETS, LLC located in Coalville, Utah.

Jessica is registered as a RR (Registered Representative) and started their career in finance in 2025. Jessica has worked at 1 firm and has passed the Series 99TO and SIE exams.

Aliases

Jessica Corrine Izzard | Jessica Corrine Schroeder

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) - BD

Click below to view Jessica Corrine Layton'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

December 16, 2025 - Present

TRETE CAPITAL MARKETS, LLC

Office #1: 340 South Main Street, Coalville, UT 84017
BD
CRD#: 311773
COALVILLE, UT

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.

Exams

General Industry/Product Exam
RR
Series 99TO
Date: 12/16/2025
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 9/18/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

TC
TRETE CAPITAL MARKETS, LLC
TRETE CAPITAL MARKETS, LLC | WAY MAKER REAL ESTATE PARTNERS, LLC

CRD#: 311773 / SEC#: , 8-70701

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
Loading...

Contact information

Main Address
340 South Main Street, Coalville, UT 84017
Mailing Address
340 South Main Street, Coalville, UT 84017
Phone number
(469) 481-7681
Established
Texas since 10/13/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
TRETE, INC.DIRECT OWNER
GRIFFIN-CHURCHILL, CELESTECEO4950169
HENDERSON, STUART ROBERTFINOP1121476
MATISOFF, KIMBERLY DORMANCHIEF COMPLIANCE OFFICER5982741

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

TRETE CAPITAL MARKETS, LLC

CRD#: 311773Coalville, UT 84017

TRUST BUT VERIFY

Monitor Jessica Layton

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Jason Townsend Lambert
Jason LambertAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
VANCOUVER, WA
BW
Bruce WesternAdvisorCheck Check Mark
CREATIVE FINANCIAL DESIGNS, INC.
IAR
RR
CEDAR RAPIDS, IA
Ryan Michael Canfield
Ryan CanfieldAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
ENOLA, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.