Jessica Carmen Kanser
Investment adviser representative at Smith Thornton Advisors, LLC
13 yearsExperience
2 statesRegistered in
$852.3MFirm assets
5 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
13 years in the industry.
- Smith Thornton Advisors, LLCJun 2022 to now
- Cuna Brokerage Services, Inc.Jul 2017 to Jun 2022
- Cuna Mutual GroupJul 2017 to Jun 2022
- Gwfs Equities, Inc.Dec 2013 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Smith Thornton Advisors, LLC
$852.3MAssets managed
341Clients
7Advisers
5 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
- 6262274
- Firm CRD
- 312537