Sowell Management

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



Office Location

117 South Victory St
Little Rock, AR 72201

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Sowell Management Brokerage Details

Total Assets Under Management


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


AR Average: 42
Total Number of Accounts


AR Average: 1,714
Average Account Size


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 (2 years)

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


Jessica Poynter has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sowell Management

Brady Buskirk
Gig Harbor, WA
Miki Morrow
North Little Rock, AR
John Deshaw
North Little Rock, AR
Chris Clark
North Little Rock, AR
Matthew Mcmahon
Flagstaff, AZ
Samuel Kornstein
Boston, MA
Dawn Santoriello
North Little Rock, AR
John Gathright
Little Rock, AR

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 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.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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