Best Investors Account Sign in
Inactive

Jessica Carmen Kanser

Smith Thornton Advisors, LLC

Huntsville, AL

CRD 6262274

Claim This Profile
Employer firm

Smith Thornton Advisors, LLC CRD 312537

$852M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Smith Thornton Advisors, Llc

626 Clinton Avenue West Suite 100, Huntsville, AL 35801 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-05
AL RA APPROVED 2022-06-09
  • TX RA
    APPROVED_RES
    Since 2024-09-05
  • AL RA
    APPROVED
    Since 2022-06-09

Branch Locations

626 Clinton Avenue West Suite 100, Huntsville, AL 35801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gwfs Equities, Inc. Montgomery AL 12/2013 07/2017
Cuna Mutual Group Waverly IA 07/2017 06/2022
Cuna Brokerage Services, Inc. Waverly IA 07/2017 06/2022
Smith Thornton Advisors, Llc Huntsville AL 06/2022 Present
  • 12/2013 → 07/2017
    Gwfs Equities, Inc.
    Montgomery, AL
  • 07/2017 → 06/2022
    Cuna Mutual Group
    Waverly, IA
  • 07/2017 → 06/2022
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 06/2022 → Present
    Huntsville, AL
Previous Registrations
Other Businesses

Habitat for Humanity; Board of Director; Not investment related; 400 Pratt Ave NW Huntsville AL 35801; Description of the business: Habitat for Humanity-global non-profit housing organization that builds and rehabilitates homes for families in need using volunteer labor and donations.; 2026-07-12; 4 Hours per month devoted to business during trading hours; 0 Hours per month devoted to business outside trading hours; 0 Percent of total yearly compensation expected to be derived from the business; Contact person: Jeremy Foulks ; Website address : https://www.habitat.org/

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-17
S63 Uniform Securities Agent State Law Examination 2014-01-16
  • S65 Uniform Investment Adviser Law Examination
    2020-11-17
  • S63 Uniform Securities Agent State Law Examination
    2014-01-16
Other Names
  • Jessica C Crumbley
  • Jessica Carmen Crumbley

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Huntsville, AL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor