Jessica
Griner

Frontier Asset Management, LLC

CRD#6801856
Investment Advisor
in Sheridan, WY

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About this Advisor

Jessica Griner is a financial advisor based in Sheridan, Wyoming, working with Frontier Asset Management, LLC. Jessica has previously held positions at Equity Investment Corporation, Foreside Funds Distributors LLC, and Lindner Capital Advisors, Inc. Jessica has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Georgia. Currently, Jessica is part of Frontier Asset Management, LLC, which operates out of Sheridan, Wyoming. The firm has 2 offices and 54 employees. The firm manages assets totaling $5.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Frontier Asset Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

50 East Loucks Street Suite 201
Sheridan, WY 82801

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Frontier Asset Management, LLC Brokerage Details

Total Assets Under Management

$5,707,809,597

WY Average: $484,914,235
Total Number of Employees

54

WY Average: 8
Total Number of Accounts

3,671

WY Average: 674
Average Account Size

$1,554,838

WY Average: $719,457

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Jessica Griner Work History

2018 - Present (7 years)

Lindner Capital Advisors, Inc

2017 - 2018 (1 year)

Foreside Funds Distributors LLC

2014 - 2018 (4 years)

Equity Investment Corporation

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Disclosures

Please visit the SEC profile of Jessica Griner 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 Frontier Asset Management, LLC

Jessica Griner
Sheridan, WY
David Ulm
Sheridan, WY
Alison Meacham
Sheridan, WY
Scott Iversen
Sheridan, WY
Hazen Dickerson
Sheridan, WY
Robert Johnson
Sheridan, WY
Amanda Sullivan
Sheridan, WY
Clifford Stanton
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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