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JN

Jennifer A. Norris

CLEAR TRAIL ADVISORS
HOUSTON, TX 77057
Some features on this profile are disabled
CRD#: 5222181
JN

Professional summary

Jennifer Anne Norris is a registered financial advisor currently at CLEAR TRAIL ADVISORS, LLC located in Houston, Texas.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jennifer has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Anne Norris's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

January 15, 2026 - Present

CLEAR TRAIL ADVISORS, LLC

Office #1: 5847 San Felipe St. Suite 950, Houston, TX 77057
RIA
CRD#: 337595
HOUSTON, TX
Past

April 28, 2008 - September 16, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
HOUSTON, TX
Past

April 28, 2008 - September 16, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
HOUSTON, TX

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".
CT
CLEAR TRAIL ADVISORS, LLC
CLEAR TRAIL ADVISORS, LLC

CRD#: 337595 / SEC#: 801-134060

RIA
Registered Investment Advisory firm - (8/12/2025 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(1/15/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/30/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/27/2008
General Securities Representative Examination

Current Firm

CT
CLEAR TRAIL ADVISORS, LLC
CLEAR TRAIL ADVISORS, LLC

CRD#: 337595 / SEC#: 801-134060

RIA
Registered Investment Advisory firm - (8/12/2025 Approved)
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Contact information

Main Address
5847 San Felipe St. Suite 950, Houston, TX 77057
Mailing Address
Phone number
(713) 893-9870
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CTA ADV 2A (2/5/2026)

Regulatory assets under management

Total Number of Accounts2,064
AUM (Assets Under Management)$ 803,109,913

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.

Company Information

CLEAR TRAIL ADVISORS, LLC

CRD#: 337595Houston, TX 77057

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