Jessica Shotwell Pence is listed as Shareholder at Waypoint Wealth Partners, Inc. in Mill Valley, CA. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Waypoint Wealth Partners, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jessica Shotwell Pence work?
Jessica Shotwell Pence is listed as Shareholder at Waypoint Wealth Partners, Inc. on SEC Form ADV.
How much of Waypoint Wealth Partners, Inc. does Jessica Shotwell Pence own?
Form ADV reports a beneficial ownership band of 5-10%.