Jessica Mckell lyons Briggs
Investment adviser representative at Decisionpoint Financial, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm 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 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 2023 to now
- Tiger Friday DancewearJan 2023 to Apr 2024
- Anthem Pest ControlApr 2021 to Aug 2021
- Utah Valley UniversityAug 2020 to May 2024
- Handels Ice CreamJan 2020 to Aug 2020
- Salt Lake Community CollegeJan 2019 to Apr 2020
- Nekter Juice BarAug 2018 to May 2019
- Alta High SchoolAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- 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
- 7977613
- Firm CRD
- 296988