Jessica
Lanier
Avantax Advisory Services
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About this Advisor
Jessica Lanier is a financial advisor operating out of Norristown, Pennsylvania with a total of 13 years of industry experience. Lanier currently works for Avantax Advisory Services. Throughout their career, they have worked at Avanatax Investment Services, Inc, Avantax Advisory Services, Avantax Insurance Agency, Inc, Avantax Insurance Agency, LLC and Jessica Lanier. Lanier holds a Series 63 license, designating them as a securities broker, and is approved to serve investors in Pennsylvania. Avantax Advisory Services is a business based out of Coppell, TX. The investment advisory business has offices in 1,514 locations and a total of 2,433 financial advisors. It controls $31 billion in assets among its 123,393 customer accounts, making it one of the largest firms in the United States by assets under management. Of its 123,393 client accounts, just 6% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm has a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically are based on the financial services provided. However, fees billed by Avantax Advisory Services most likely include any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Jessica Lanier Work History
Jessica has been registered as a financial advisor for 13 years.*
Jessica Lanier
Avantax Insurance Agency, LLC
Avantax Advisory Services
Avanatax Investment Services, Inc
Avantax Insurance Agency, Inc
*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 Jessica Lanier 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 Avantax Advisory Services
Irving, TX
Melville, NY
Irving, TX
Irving, TX
Lansdale, PA
Irving, TX
Irving, TX
Ann Arbor, MI
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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