Jessica L. Smith

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CRD#: 4947099

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jessica Louise Smith, who also goes by Jessica Louise Morgan, was a registered financial professional .

Jessica is a previously registered financial professional and started their career in finance in 2012. Jessica had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jessica Louise Morgan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

JLS Vision Services, NOT Investment Related, Snellville, GA, Vision Services, Consultant/Assistant, 04/2015, 24 hours/week INSURANCE SALES; INVESTMENT-RELATED; ATLANTA, GA; INSURANCE AGENT; START DATE: 2022; APPROXIMATELY 5 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS. LATIN ASSOCIATION OF INSURANCE AGENCIES ATLANTA CHAPTER; ATLANTA, GA; BOARD MEMBER; START DATE: 2022; APPROXIMATELY 5 HRS/MO OUTSIDE TRADING HOURS; UNPAID POSITION PROVIDING OVERSIGHT AND MANAGEMENT OF ORGANIZATION ACTIVITIES.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

July 6, 2022 - December 6, 2024

INLIGHT WEALTH

RIA

CRD#: 289908

ATLANTA, GA

Past

September 11, 2019 - January 7, 2022

FIRST ADVISORS NATIONAL, LLC

RIA

CRD#: 166212

Snellville, GA

Past

October 16, 2012 - August 3, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ATLANTA, GA

Past

August 2, 2012 - August 3, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INLIGHT WEALTH

INLIGHT WEALTH | INLIGHT WEALTH MANAGEMENT, LLC

CRD#: 289908 / SEC#: 801-111767

RIA

Registered Investment Advisory firm - (9/29/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/21/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/3/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/1/2012

General Securities Representative Examination

Current Firm

INLIGHT WEALTH

INLIGHT WEALTH | INLIGHT WEALTH MANAGEMENT, LLC

CRD#: 289908 / SEC#: 801-111767

RIA

Registered Investment Advisory firm - (9/29/2017 Approved)

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Contact information

Main Address

1 Glenlake Parkway Suite 975, Atlanta, GA 30328

Mailing Address

Phone number

(404) 551-2808

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INLIGHT WEALTH WRAP FEE BROCHURE (6/3/2025)

INLIGHT WEALTH FORM ADV PART 2A (6/3/2025)

Regulatory assets under management

Total Number of Accounts	945
AUM (Assets Under Management)	$ 451,537,978

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jessica L. Smith

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

INLIGHT WEALTH

FIRST ADVISORS NATIONAL, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

INLIGHT WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 5/21/2012

SIE

Date: 8/3/2018

Series 7

Date: 8/1/2012

Current Firm

INLIGHT WEALTH

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INLIGHT WEALTH

TRUST BUT VERIFY

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