Jessica
Poynter

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.