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Jessica Michelle Knutson

Transce3nd LLC

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About Jessica Michelle Knutson

Jessica Michelle Knutson is a financial advisor with over 12 years of experience in the financial services industry. Jessica is currently registered with Transce3nd LLC and has held previous positions at Kalos Capital, Inc. and National Planning Corporation. Jessica is also a registered representative with Madison Avenue Securities and an insurance agent with E3 Wealth. Jessica provides financial advice to individuals and businesses and specializes in investment management, financial planning and selection of other advisors. Jessica is committed to providing her clients with the highest level of service and expertise.

Firm Information

Jessica Knutson is currently registered with Transce3nd LLC. Transce3nd LLC is a Registered Investment Advisor based in Kyle, TX, with a focus on providing financial planning and portfolio management services for individuals, high net worth individuals, and corporations. They have a team of 27 licensed agents and manage over $313 million in assets for 2,378 clients. Their advisory services include financial planning, portfolio management for individuals, selection of other advisors, and participation in wrap fee programs.
Transce3nd LLC

165 ELMHURST

KYLE, TX 78640

$313.20M

Assets Under Management

Not reported

Total Clients

31

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 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 Knutson’s Registration & Firm History

TX

11/01/2022 - Present

Transce3nd LLC (KYLE TX)

MO

07/07/2017 - 08/01/2022

KALOS CAPITAL, INC. (Kirkwood MO)

MO

04/14/2010 - 07/10/2017

NATIONAL PLANNING CORPORATION (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 08/10/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jessica Michelle Knutson.
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