Jessie J Tranchina-Satterfield
Investment Adviser Representative at Kingdom Financial Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jessie J. Tranchina-Satterfield is an investment adviser representative with Kingdom Financial Group, LLC in Anthem, AZ, where they have been registered since 2026. They have worked in the securities industry since 2022 and have been registered with 6 firms, including Strategy Financial Group and LPL Financial LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 99 (operations professional). They are registered to provide investment advice in Arizona.
Registrations & licenses
- Investment adviser:
- Arizona
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo Clearing Services, LLCNov 2021 – Jul 2022Scottsdale, AZ
- Wells Fargo BANK, NAFeb 2016 – Jul 2022Scottsdale, AZ
- The Vanguard Group, IncJul 2022 – Oct 2023Scottsdale, AZ
- Arizona State UniversityAug 2016 – Dec 2018Tempe, AZ
- U.S. Bancorp Investments, Inc.Oct 2023 – Jan 2025Chandler, AZ
- LPL Financial LLCApr 2025 – Jun 2025Tempe, AZ
- Strategy Financial GroupSep 2025 – Apr 2026Scottsdale, AZ
- Kingdom Financial Group LLCApr 2026 – no end date reportedPeoria, AZ
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Kingdom Financial Group, 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
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
- Estimated blended rate
- 0.0175
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
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 18
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Peoria, AZ
- SEC file number:
- 801-113161
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 27, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jessie J Tranchina-Satterfield 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.
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