Jessica Scola
Sound View Financial Advisors · Walpole, Massachusetts
Jessica Scola is a fee-only financial advisor at Sound View Financial Advisors in Walpole, Massachusetts, who holds the CFP credential. Sound View Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jessica →
Facts
| Firm | Sound View Financial Advisors |
|---|---|
| Based in | Walpole, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $50.1M across 191 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 7807021 |
| Exams passed | Series 65 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | mistylynch.com |
How Jessica's firm compares
- Sound View Financial Advisors's average account is about $262,000, from its Form ADV (assets managed divided by 191 accounts).
Request an introduction to Jessica
Tell Jessica a little about what you're looking for. Jessica isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jessica
Is Jessica Scola a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jessica holds no broker registration, and Sound View Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jessica charge for financial advice?
Jessica's firm, Sound View Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jessica Scola based?
Jessica Scola is based in Walpole, Massachusetts.
What credentials does Jessica Scola hold?
Jessica Scola holds the CFP credential.
Is Jessica Scola registered with the SEC?
Yes. Jessica Scola is registered as an investment adviser representative in MA (CRD 7807021), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sound View Financial Advisors manage?
Sound View Financial Advisors reports $50.1M across 191 accounts in assets under management.
How do I contact Jessica Scola?
Through Jessica's website, mistylynch.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.