Samantha Jackson-kittle
Investment adviser representative at Sovran Advisors, LLC
15 yearsExperience
1 stateRegistered in
$1.9BFirm assets
2 yearsFirm 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
15 years in the industry.
- Sovran Advisors, LLCFeb 2024 to now
- Cetera Advisor Networks LLCFeb 2024 to Oct 2024
- Greater Pacific SolutionsFeb 2020 to Oct 2024
- MML Investors Services, LLCApr 2019 to Feb 2024
- Massmutual Life Insurance CoMar 2019 to Feb 2024
- HSBC Bank USA NAApr 2018 to Mar 2019
- HSBC Securities IncApr 2018 to Mar 2019
- Nylife Securities LLCJun 2011 to Apr 2018
- New York Life Insurance CompanyFeb 2011 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sovran Advisors, LLC
$1.9BAssets managed
4,018Clients
70Advisers
2 yearsIn 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
- 5515521
- Firm CRD
- 329415