Jenna
Rose

Fci Advisors

CRD#4689745
Investment Advisor
in Leawood, KS

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About this Advisor

Jenna Rose is a chartered financial analyst based out of Leawood, Kansas with 3 years of relevant experience. Rose works at Fci Advisors. Their career trajectory has included roles at Canvas Wealth Advisors, LLC, Two West Capital Advisors LLC and Umb. Rose has a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Kansas. Fci Advisors is a financial advisory firm that has its headquarters in Leawood, KS. The company has offices in six locations and a total of 67 people on staff. It manages $13 billion in total assets between its 13,818 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 155 charitable organizations. Of its 13,818 client accounts, 22% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees for financial management are based on the type of services. Fee types charged by Fci Advisors can include asset-based and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees

Office Location

5901 College Boulevard Suite 110
Leawood, KS 66211

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Fci Advisors Brokerage Details

Total Assets Under Management

$12,844,217,759

KS Average: $2,243,162,756
Total Number of Employees

67

KS Average: 44
Total Number of Accounts

13,818

KS Average: 4,091
Average Account Size

$929,528

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Jenna Rose Work History

Jenna has been registered as a financial advisor for 3 years.*

2019 - 2020 (1 year)

Canvas Wealth Advisors, LLC

2019 - 2019 (< 1 year)

Two West Capital Advisors LLC

2011 - 2019 (8 years)

Umb

*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 Jenna Rose 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 Fci Advisors

Emily West
Leawood, KS
Dustin Cook
Leawood, KS
Gregory Francoeur
Shelton, CT
William Koehler
Leawood, KS
Dennis Schumann
Leawood, KS
Jeffrey Ream
Leawood, KS
Jenna Rose
Leawood, KS
Melissa Kronick
Shelton, CT

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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