Jennifer Anne Norris
Investment adviser representative at Clear Trail Advisors, LLC
20 yearsExperience
1 stateRegistered in
$803.1MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Clear Trail Advisors, LLCNov 2025 to now
- Tiras Wealth Management - Ameriprise Financial Services, LLCJun 2019 to Sep 2025
- Joseph L Silva - Ameriprise Financial Services, LLCSep 2006 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Clear Trail Advisors, LLC
$803.1MAssets managed
376Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5222181
- Firm CRD
- 337595