Jessica
Poynter

Sowell Management

CRD#5825154
Investment Advisor
in Little Rock, AR

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About this Advisor

Jessica Poynter is an investment advisor who works out of Little Rock, Arkansas. Currently an investment advisor at Sowell Management, they have accumulated 10 years of professional experience. Poynter has Series 66 and Series 63 licenses, which designate the advisor as a securities broker. Poynter is registered to serve investors in Arkansas, Colorado and Wisconsin. During their career, Poynter has held roles at Morgan Keegan & Company, Inc, University Of Arkansas At Little Rock, Raymond James & Associates, Inc, First Heartland Capital Inc and Sowell Management. Sowell Management is located in Little Rock, Arkansas, and operates out of 49 brick-and-mortar locations across the United States. In total, Sowell Management manages $2 billion in assets across 10,321 accounts and retains more than 161 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the nation. The firm manages 10,170 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 9% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Sowell Management provides financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

117 South Victory St
Little Rock, AR 72201

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Sowell Management Brokerage Details

Total Assets Under Management

$2,175,877,943

AR Average: $880,205,985
Total Number of Employees

161

AR Average: 42
Total Number of Accounts

10,321

AR Average: 1,714
Average Account Size

$210,820

AR Average: $513,539

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jessica Poynter Work History

Jessica has 10 years of experience.

2020 - Present (1 year)

Sowell Management

2019 - 2019 (< 1 year)

First Heartland Capital Inc

2013 - 2019 (6 years)

Raymond James & Associates, Inc

2011 - 2013 (2 years)

Morgan Keegan & Company, Inc

2010 - 2010 (< 1 year)

Morgan Keegan & Company, Inc

2010 - 2011 (1 year)

University Of Arkansas At Little Rock

Disclosures

Jessica Poynter has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sowell Management

Stanley Rapert
North Little Rock, AR
John Gathright
Little Rock, AR
Miki Morrow
North Little Rock, AR
Chris Clark
North Little Rock, AR
Marilyn Evans
Albuquerque, NM
Matthew Mcmahon
Flagstaff, AZ
Samuel Kornstein
Boston, MA
Dawn Santoriello
North Little Rock, AR

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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