Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Elizabeth Poynter is a financial advisor with Sowell Management. Jessica has been working in the financial services industry since 2012. Jessica specializes in financial planning and portfolio management for individuals. Jessica is registered to provide investment advice in Arkansas, Colorado, and Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AR
01/06/2020 - Present
Sowell Management (Little Rock AR)
AR
05/17/2019 - 12/26/2019
FIRST HEARTLAND CAPITAL, INC. (LITTLE ROCK AR)
AR
02/13/2013 - 05/07/2019
RAYMOND JAMES & ASSOCIATES, INC. (LITTLE ROCK AR)
AR
03/27/2012 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (LITTLE ROCK AR)
BOTH
Issued 11/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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