Jessica
Kanser

Smith Thornton Advisors, LLC

CRD#6262274
Investment Advisor
in Huntsville, AL

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About this Advisor

Jessica Kanser is a financial advisor operating in Huntsville, Alabama, with 1 year of industry experience. Kanser is on the advisory team at Smith Thornton Advisors, LLC. During their career, the advisor has held roles at Bbva Securities Inc, Gwfs Equities, Inc, Bbva Compass Bank, Smith Thornton Advisors, LLC, Cuna Brokerage Services, Inc and Cuna Mutual Group. Kanser maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Alabama. Smith Thornton Advisors, LLC is an advisory firm operating out of Huntsville, AL. It administers $665 million in assets between its 717 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 717 accounts, just 9% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Smith Thornton Advisors, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. Fees charged by Smith Thornton Advisors, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

626 Clinton Avenue West, Suite 100
Huntsville, AL 35801

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Smith Thornton Advisors, LLC Brokerage Details

Total Assets Under Management

$665,171,264

AL Average: $1,620,585,161
Total Number of Employees

65

AL Average: 52
Total Number of Accounts

717

AL Average: 1,560
Average Account Size

$927,714

AL Average: $1,038,837

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Jessica Kanser Work History

Jessica has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Smith Thornton Advisors, LLC

2017 - 2022 (5 years)

Cuna Brokerage Services, Inc

2017 - 2022 (5 years)

Cuna Mutual Group

2013 - 2013 (< 1 year)

Bbva Securities Inc

2013 - 2017 (4 years)

Gwfs Equities, Inc

2012 - 2013 (1 year)

Bbva Compass Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jessica Kanser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Smith Thornton Advisors, LLC

William Smith
Huntsville, AL
Jessica Kanser
Huntsville, AL
Donna Ryberg
Huntsville, AL
Richard Smith
Huntsville, AL
Stacy Drummond
Huntsville, AL
Steven Thornton
Huntsville, AL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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