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JM

Jessica McKell Lyons Briggs

Investment Adviser Representative at Decisionpoint Financial, LLC

Mesa, AZCRD #7977613Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jessica McKell Lyons Briggs is an investment adviser representative with Decisionpoint Financial, LLC in Mesa, AZ, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Arizona.

Office

2812 North Norwalk, Suite 116
Mesa, AZ 85215

Advisors at this office: 11

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/28/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Decisionpoint Financial, LLCCurrent
1/9/2025 – Mesa, AZ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Alta High School
    Aug 2016 – May 2020Sandy, UT
  2. Nekter Juice Bar
    Aug 2018 – May 2019Sandy, UT
  3. Salt Lake Community College
    Jan 2019 – Apr 2020Salt Lake City, UT
  4. Handels Ice Cream
    Jan 2020 – Aug 2020Sandy, UT
  5. Utah Valley University
    Aug 2020 – May 2024Orem, UT
  6. Anthem Pest Control
    Apr 2021 – Aug 2021Dallas, TX
  7. Tiger Friday Dancewear
    Jan 2023 – Apr 2024American Fork, UT
  8. DecisionPoint Financial
    May 2023 – May 2024Mesa, AZ
  9. DecisionPoint Financial
    May 2024 – no end date reportedMesa, AZ

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Decisionpoint Financial, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial planning and investment management including cash flow planning, investment management, retirement planning, Social Security optimization, LEOFF/PERS/TRS planning, risk management, tax planning, real estate, and estate planning

Retirement PlanningInvestment ManagementFinancial PlanningEstate PlanningTax PlanningSocial SecurityCash Flow PlanningRisk Management
Firm areas of expertise
Financial PlanningInvestment ManagementFee-onlyFiduciary457(b)401(a)Retirement PlanningSocial Security OptimizationLEOFFPERSTRS+8 more

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/Municipal

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
13
Offices listed on AdvisorFinder:
2
Main office:
Mesa, AZ
SEC file number:
801-113384

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 1, 2026

View full firm profile

Other advisors at Decisionpoint Financial, LLC

12 other advisors in the directory

View Decisionpoint Financial, LLC firm profile

Similar advisors in Mesa, AZ

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jessica McKell Lyons Briggs has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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