Jessica Leigh Mccain
Investment adviser representative at Waterway Wealth Management, L.L.C.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$675.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Waterway Wealth Management, L.L.C.Feb 2025 to now
- Guardian Life Insurance Company/west Pac Wealth PartnersSep 2024 to Jan 2025
- Park Avenue AdvisorsSep 2024 to Jan 2025
- Park Avenue SecuritiesSep 2024 to Jan 2025
- UBS Financial Services, IncDec 2012 to Sep 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Waterway Wealth Management, L.L.C.
$675.8MAssets managed
142Clients
5Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6142435
- Firm CRD
- 164975