Jessica
Christiansen

Kms Financial Services, Inc

CRD#4206893
Investment Advisor
in Portland, OR
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About this Advisor

Jessica Christiansen is a chartered financial consultant working in Portland, Oregon, who has been in the financial industry for 18 years. Christiansen is currently employed by Kms Financial Services, Inc. Their career trajectory has included roles at Mutual Service Corporation and Kms Financial Services, Inc. Christiansen maintains a Series 63 license, which qualifies them as a securities broker, and can serve investors in Oregon. Kms Financial Services, Inc is a registered investment company operating out of Portland, Oregon. The firm has offices in 371 locations and a total of 368 advisors. It administers $7 billion in total assets between its 26,740 customer accounts, making it one of the biggest firms in the country by assets under management. Of its 26,740 accounts, 20% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Kms Financial Services, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Financial advisory fee schedules depend on which services the firm provides the client. However, fee types charged by Kms Financial Services, Inc most likely are comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

7140 Sw Fir Loop #230
Portland, OR 97223

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Kms Financial Services, Inc Brokerage Details

Total Assets Under Management

$6,400,114,753

OR Average: $3,566,627,242
Total Number of Employees

419

OR Average: 46
Total Number of Accounts

29,380

OR Average: 1,499
Average Account Size

$217,839

OR Average: $2,379,338

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops

Jessica Christiansen Work History

Jessica has 18 years of experience.

2009 - Present (10 years)

Kms Financial Services, Inc

2000 - 2009 (9 years)

Mutual Service Corporation

Disclosures

Jessica Christiansen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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