Jessie J Tranchina-satterfield
Investment adviser representative at Kingdom Financial Group, LLC
10 yearsExperience
1 stateRegistered in
$520.9MFirm assets
8 yearsFirm in business
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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
- Seminars and workshops
Experience
10 years in the industry.
- Kingdom Financial Group, LLCApr 2026 to now
- Strategy Financial GroupSep 2025 to Apr 2026
- LPL Financial LLCApr 2025 to Jun 2025
- U.S. Bancorp Investments, Inc.Oct 2023 to Jan 2025
- The Vanguard Group, IncJul 2022 to Oct 2023
- Wells Fargo Clearing Services, LLCNov 2021 to Jul 2022
- Arizona State UniversityAug 2016 to Dec 2018
- Wells Fargo Bank, NAFeb 2016 to Jul 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Kingdom Financial Group, LLC
$520.9MAssets managed
1,810Clients
14Advisers
8 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
- 7464812
- Firm CRD
- 155676