B&C Financial Advisors
CRD#6766225
Investment Advisor
in Ponte Vedra Beach, FL
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About this Advisor
Jessica Schmidt is a financial advisor operating out of Ponte Vedra Beach, Florida with 6 years of industry experience. Schmidt is on the advisory team at B&C Financial Advisors. Schmidt has gained experience at B&C Financial Advisors, Longhorn Steakhouse and Flagler College. Schmidt holds a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Florida.B&C Financial Advisors is a firm that has its headquarters in Ponte Vedra Beach, FL. It handles $462 million in assets under management among its 1,142 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 1,142 client accounts, 23% belong to high-net-worth individuals who have at least $1 million in investable assets. B&C Financial Advisors has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees are based on which services the firm provides the client. However, fee types charged by B&C Financial Advisors most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Series 65
Years Registered*
6 years
Services Offered
Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services
Fee Structure
Percentage of Assets, Hourly Charges, Fixed Fees
Office Location
110 Professional Drive Suite 101
Ponte Vedra Beach, FL 32082
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B&C Financial Advisors Brokerage Details
Total Assets Under Management
$462,279,635
FL Average: $1,855,561,029
Total Number of Employees
11
FL Average: 62
Total Number of Accounts
1,142
FL Average: 2,474
Average Account Size
$404,798
FL Average: $750,025
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jessica Schmidt Work History
Jessica has been registered as a financial advisor for 6 years.*
2016 - Present (8 years)
B&C Financial Advisors
2013 - 2016 (3 years)
Longhorn Steakhouse
2011 - 2013 (2 years)
Flagler College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jessica Schmidt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at B&C Financial Advisors
Sean Guldi
Ponte Vedra Beach, FL
Adam Oerther
Ponte Vedra Beach, FL
Jessica Schmidt
Ponte Vedra Beach, FL
Jonathan Bottaro
Ponte Vedra Beach, FL
Thomas Ellis
Ponte Vedra Beach, FL
Jacqueline Bos
Ponte Vedra Beach, FL
Allan Cohen
Ponte Vedra Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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