Jessica
Poynter
Sowell Management
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Sowell Management Brokerage Details
$2,175,877,943
161
10,321
$210,820
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Answer a few questions to get a personalized match.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.
Sowell Management
First Heartland Capital Inc
Raymond James & Associates, Inc
Morgan Keegan & Company, Inc
Morgan Keegan & Company, Inc
University Of Arkansas At Little Rock
Disclosures
Jessica Poynter has no disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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