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 out of Sheridan, Wyoming who has 4 years of industry experience. Griner is an advisor for Frontier Asset Management, LLC. Throughout their career, Griner has worked at Equity Investment Corporation, Moonkkang English School, Iwinner Engligh Prep, Fuji Japanese Steakhouse, Emory University, Foreside Funds Distributors LLC and Lindner Capital Advisors, Inc. Griner holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia. Frontier Asset Management, LLC is a financial advisory business that has its headquarters in Sheridan, WY. It has offices in two locations and a total of 50 financial advisors. It has $6 billion in assets across its 4,289 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 14 charities and foundations. Of its 4,289 client accounts, 18% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees charged by financial advisors typically vary depending on the type of financial services provided. Fee types charged by Frontier Asset Management, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

4 years

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

$5,945,548,711

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

50

WY Average: 8
Total Number of Accounts

4,289

WY Average: 674
Average Account Size

$1,386,232

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

Jessica has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Lindner Capital Advisors, Inc

2017 - 2018 (1 year)

Foreside Funds Distributors LLC

2014 - 2018 (4 years)

Equity Investment Corporation

2013 - 2014 (1 year)

Moonkkang English School

2012 - 2013 (1 year)

Iwinner Engligh Prep

2010 - 2013 (3 years)

Fuji Japanese Steakhouse

2009 - 2013 (4 years)

Emory University

*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 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

Robert Miller
Sheridan, WY
Scott Iversen
Sheridan, WY
Hazen Dickerson
Sheridan, WY
Jordan Peplinski
Sheridan, WY
Amanda Sullivan
Sheridan, WY
David Ulm
Sheridan, WY
Clifford Stanton
Denver, CO
Alison Wigglesworth
Sheridan, WY

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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