Jessie McCarley
1ST & 3RD Investments · Vestavia Hills, Alabama
Jessie McCarley is a fee-only financial advisor at 1ST & 3RD Investments in Vestavia Hills, Alabama. 1ST & 3RD Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | 1ST & 3RD Investments |
|---|---|
| Based in | Vestavia Hills, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.8M across 23 accounts |
| SEC registration | Investment adviser representative in AL, LA · CRD 8113064 |
| Exams passed | Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.1stand3rdinvestments.com |
| Profile |
How Jessie's firm compares
- 1ST & 3RD Investments's average account is about $78,000, from its Form ADV (assets managed divided by 23 accounts).
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Questions about Jessie
Is Jessie McCarley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jessie holds no broker registration, and 1ST & 3RD Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jessie charge for financial advice?
Jessie's firm, 1ST & 3RD Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jessie McCarley based?
Jessie McCarley is based in Vestavia Hills, Alabama.
Is Jessie McCarley registered with the SEC?
Yes. Jessie McCarley is registered as an investment adviser representative in AL and LA (CRD 8113064), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 1ST & 3RD Investments manage?
1ST & 3RD Investments reports $1.8M across 23 accounts in assets under management.
How do I contact Jessie McCarley?
Through Jessie's website, www.1stand3rdinvestments.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.
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