Jessica Hemard
Advisor at Invista Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Jessica Hemard is a financial advisor at Invista Advisors in Montgomery, AL, holding the PFS™ designation with two years of industry experience. Her prior work includes roles at Machen McChesney, Opsahl Dawson, and Borland Benefield, P.C. Invista Advisors provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, trusts, and pension plans, managing approximately $580.1 million in assets. The firm customizes portfolios and plans based on clients’ objectives and risk tolerance, utilizing an open-architecture platform and delivering services through both discretionary and non-discretionary models.
Client services
Based on Invista Advisors
Financial planning
Portfolio management
Pension consulting
Expertise
Based on Invista Advisors
General retirement planning
Business ownership considerations
Equity Recipients (RS/RSU, SOP, ESPP)
Fee options
$0 - $500,000: Up to 2.00% $500,001 - $1,000,000: Up to 1.75% $1,000,001 - $5,000,000: Up to 1.50% $5,000,001+: Up to 1.00%
Commissions charged by LPL Financial for brokerage accounts and insurance commissions from insurance products
Hourly consulting fees generally range from $200 to $400 per hour, may exceed $400
Account minimum: $15,000 Fee-only: Financial Planning: $500 to $5,000 fixed fee; Hourly Consulting: $200 to $400 per hour
Location
350 Leavell Circle
Montgomery, AL 36117
Most active in
Jessica H has reported serving >5 clients in these states in the last 12 months.
Alabama
Work history
Invista Advisors
2023 - Present (3 years)
Machen McChesney
2022 - Present (4 years)
Opsahl Dawson
2019 - 2022 (3 years)
Borland Benefield, P.C. FKA Lovoy, Summerville & Shelton
2014 - 2019 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Richard A
Series 63, Series 65
Montgomery, AL
Rwc Wealth Management, Inc.
Douglas T
ChFC®, Series 63, Series 65
Montgomery, AL
Tucker Financial Group
Daniel D
Series 65
Montgomery, AL
Tucker Financial Group
Benjamin A
Series 65
Montgomery, AL
Tucker Financial Group
Robert A
CFP®, CFA®, Series 65
Montgomery, AL
Welon Partners
John S
CFA®
Montgomery, AL
Welon Partners
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