Jessica Burch has been Vice President of Winnacle Wealth since August 2024, is a control person of the firm and directly owns between 10% and 25% of it. Jessica Burch holds a Bachelor of Business Administration from Texas State University and a Master of Business Administration from Tarleton State University.
Winnacle Wealth, LLC is a Waco, TX firm with $145M under management, 385 clients and 5 advisers in one office, as of its May 2026 filing.
Jessica Burch is Co-Founder of Winnacle Wealth and Founder of JustHer, based in Waco, Texas. She has a background in financial planning and tax preparation. Her work focuses on retirement planning, retirement income strategies, tax planning, investment management, insurance analysis and major life transitions.
Jessica Burch’s longest registration was 7 years at Brookstone Wealth Advisors, LLC (2019–2026). Before joining Winnacle Wealth in 2022, Jessica Burch was registered through Brookstone Wealth Advisors, LLC and Regal Investment Advisors LLC.
- Brookstone Wealth Advisors, LLC– · 7 yearsWaco, TX · Adviser representative · Firm CRD 137658
- Regal Investment Advisors LLC– · 2 yearsWaco, TX · Adviser representative · Firm CRD 125004
- Wealth Watch Advisors, LLC– · 1 yearWaco, TX · Adviser representative · Firm CRD 172002
Professional designations
Listed by Winnacle Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jessica Burch is registered as an investment adviser representative in Texas, since January 2022.
- TexasSince 20 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 June 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jessica Lynn Burch
- CRD
- 6541011
- Firm
- Winnacle Wealth · CRD 317181
- Role
- Vice President
- Office
- 200 W. HWY 6, SUITE 330, Waco, TX 76712
- Registration
- Investment adviser registration
- In the industry since
- August 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- winnaclewealth.com
Where does Jessica Burch work?
Jessica Burch has been Vice President of Winnacle Wealth, LLC since August 2024, and is a control person of the firm.
Is Jessica Burch a financial advisor?
Yes. Jessica Burch has a current investment-adviser registration in Texas, through Winnacle Wealth since January 2022.
How many years of experience does Jessica Burch have?
Jessica Burch has 11 years in the financial industry, since August 2015, across 4 adviser firms.
What exams has Jessica Burch passed?
Jessica Burch passed the Series 65 in June 2015.
Where did Jessica Burch work before Winnacle Wealth?
Before Winnacle Wealth, Jessica Burch was registered through Regal Investment Advisors LLC, May 2017 to September 2019; Wealth Watch Advisors, LLC, August 2015 to June 2017.
Where is Jessica Burch based?
Jessica Burch’s registered office is in Waco, TX.
Is Jessica Burch registered with FINRA?
No. Jessica Burch has no current broker registration.
Is Jessica Burch a CFP?
Winnacle Wealth lists Jessica Burch with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jessica Burch, MBA, CFP® biography, winnaclewealth.com
How can I verify Jessica Burch’s record?
Search CRD 6541011 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jessica Burch’s full registration record.
