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Jessica Louise Smith

Inlight Wealth

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About Jessica Louise Smith

Jessica Louise Smith is a financial advisor registered with the state of Georgia. Jessica has been in the financial services industry since 2012. Jessica has a Series 7, Series 66, and a SIE license. Jessica currently works for Inlight Wealth, based in Atlanta, Georgia. Jessica has experience working with high-net-worth individuals and individuals other than high-net-worth individuals. Jessica provides financial planning services, selects other advisors, manages portfolios for individuals, and manages portfolios for businesses.

Firm Information

Jessica Smith is currently registered with Inlight Wealth. Inlight Wealth is an investment advisor based in Atlanta, GA. The firm primarily serves individuals and has $362,666,000 in regulatory assets under management. The firm specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisers.
Inlight Wealth

1175 PEACHTREE STREET NE

ATLANTA, GA 30361

$362.67M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jessica Smith’s Registration & Firm History

GA

07/06/2022 - Present

Inlight Wealth (ATLANTA GA)

GA

08/02/2012 - 08/03/2018

AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 05/21/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/03/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jessica Louise Smith.
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