Jessica Miles Hemard
Investment adviser representative at Invista Advisors
12 yearsExperience
1 stateRegistered in
PFSDesignation
$443.5MFirm assets
Are you Jessica Miles Hemard? Claim your profile
Contact this firm
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
12 years in the industry.
- Invista AdvisorsJun 2023 to now
- Machen McchesneySep 2022 to now
- Opsahl DawsonDec 2019 to Aug 2022
- Borland Benefield, P.C. Fka Lovoy, Summerville & SheltonDec 2014 to Dec 2019
Designations
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (AL).
Invista Advisors
Legal name: Mcdonald Financial Services, LLC
$443.5MAssets managed
721Clients
8Advisers
10 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
- 7761037
- Firm CRD
- 282899