Jessica Amy Wilhite
Investment adviser representative at Decisionpoint Financial, LLC
10 yearsExperience
1 stateRegistered in
$1.2BFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Decisionpoint Financial, LLCMay 2024 to now
- Fidelity InvestmentsMay 2023 to Apr 2024
- Utah Community Credit UnionMay 2022 to Apr 2023
- Utah Valley UniversityJan 2022 to May 2023
- Sgfusion Management, LLCJan 2022 to May 2022
- Prospect Airport ServicesMay 2021 to Aug 2021
- Krispy KremeFeb 2021 to May 2021
- Utah State UniversityAug 2020 to Dec 2021
- Corelife EateryFeb 2020 to Jul 2020
- Salt Lake Community CollegeAug 2019 to May 2020
- Canyons School DistrictAug 2018 to May 2019
- Salt Lake Community CollegeJan 2018 to May 2018
- Brighton High SchoolAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Decisionpoint Financial, LLC
$1.2BAssets managed
691Clients
13Advisers
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
- 7751320
- Firm CRD
- 296988