JK
Jessica M. Knutson
TRANSCE3ND LLC
KIRKWOOD, MO 63019
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CRD#: 5399898
JK
Professional summary
Jessica Michelle Knutson, who also goes by Jessica Michelle Lane, is a registered financial advisor currently at TRANSCE3ND LLC located in Kirkwood, Missouri and MADISON AVENUE SECURITIES, LLC located in Kirkwood, Missouri.
Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Jessica has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jessica Michelle Lane
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.
1) JESSICA LANE-KNUTSON: ST LOUIS, MO -INSURANCE-FINANCIAL REPRESENTATIVE-10/04/2010-20HRS-10HRS-GATHER ASSETS, LIFE INSURANCE SOLUTIONS, INCOME/ESTATE TAX MINIMIZATION STRATEGIES. 2) E3 CONSULTANTS GROUP-Y-10825 WATSON RD STE 100 ST LOUIS, MO 63127-INSURANCE-FINANCIAL ADVISOR-10/04/2010-40HRS-30HRS-GATHER ASSETS, LIFE INSURANCE SOLUTIONS, INCOME/ESTATE TAX MINIMIZATION STRATEGIES. 3) JML & ASSOCIATES POSITION: Owner NATURE: INSURANCE-FINANCIAL REPRESENTATIVE INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/03/2013 ADDRESS: St. Louis MO DESCRIPTION: GATHER ASSETS, LIFE INSURANCE SOLUTIONS, INCOME/ESTATE TAX MINIMIZATION STRATEGIES 4.) MADISON AVENUE SECURITIES: YES INVESTMENT RELATED; 13500 EVENING CREEK DRIVE N SUITE 555, SAN DIEGO CA 92128; SECURITIES SALES; REGISTERED REPRESENTATIVE; START DATE 07/2022; 5.) E3 WEALTH: INSURANCE AGENT. VARIOUS CARRIERS. LIFE AND ANNUITY PRODUCTS. 10 HOURS/MONTH. 6.) TRANSCE3ND POSITION: Investment Adviser Representative: Investment Related: Yes; NATURE: Registered Investment Adviser firm. INV RELATED: No # OF HRS: 40 SEC TRADING HOURS: 40 START DATE: 11/2022: ADDRESS: 835 Main Street, Building #2, Buda, TX 78610: DUTIES: Investment Adviser Representative
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Michelle Knutson's 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®
NoneExperience
Current
October 31, 2022 - Present
TRANSCE3ND LLC
Office #1: 906 Kirkwood Road, Kirkwood, MO 63019RIA
CRD#: 317745
KIRKWOOD, MO
Current
July 31, 2022 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 906 S. Kirkwood Rd, Kirkwood, Kirkwood, MO 63122RIA
BD
CRD#: 23224
Kirkwood, MO
Past
July 29, 2022 - January 18, 2023
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
Kirkwood, MO
Past
July 7, 2017 - August 1, 2022
KALOS MANAGEMENT
RIA
CRD#: 133025
Sunset Hills, MO
Past
July 7, 2017 - August 1, 2022
KALOS CAPITAL, INC.
BD
CRD#: 44337
Kirkwood, MO
Past
January 18, 2011 - July 10, 2017
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
ST. LOUIS, MO
Past
April 14, 2010 - July 10, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
ST. LOUIS, MO
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".
TL
TRANSCE3ND LLC
ADVANCED PLANNING SOLUTIONS, LLC | WEALTH STRATEGIES ADVISORY GROUP, LLC | TRANSCE3ND, LLC | TRANSCE3ND LLC | THE RICKS GROUP | SUREFIRE FINANCIAL, INC. | SUMMIT TAX AND WEALTH ADVISORY, LLC | MUNOZ FINANCIAL LLC | MUNDT WEALTH MANAGEMENT | GREENWAY FINANCIAL GROUP | FINE FUTURE FINANCIAL | E3 WEALTH | E3 RETIREMENT SELECT | E3 CONSULTANTS GROUP | ALEXANDER FINANCIAL MANAGEMENT, LLC
CRD#: 317745 / SEC#: 801-126674
RIA
Registered Investment Advisory firm - (9/30/2022 Approved)Texas
Registered Investment Advisory firm - (10/3/2022 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Illinois(7/31/2022)
RR
Missouri(7/31/2022)
IAR
Missouri(10/31/2022)
IAR
Texas(11/1/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TL
TRANSCE3ND LLC
ADVANCED PLANNING SOLUTIONS, LLC | WEALTH STRATEGIES ADVISORY GROUP, LLC | TRANSCE3ND, LLC | TRANSCE3ND LLC | THE RICKS GROUP | SUREFIRE FINANCIAL, INC. | SUMMIT TAX AND WEALTH ADVISORY, LLC | MUNOZ FINANCIAL LLC | MUNDT WEALTH MANAGEMENT | GREENWAY FINANCIAL GROUP | FINE FUTURE FINANCIAL | E3 WEALTH | E3 RETIREMENT SELECT | E3 CONSULTANTS GROUP | ALEXANDER FINANCIAL MANAGEMENT, LLC
CRD#: 317745 / SEC#: 801-126674
RIA
Registered Investment Advisory firm - (9/30/2022 Approved)Texas
Registered Investment Advisory firm - (10/3/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
835 Main Street Building 200, Buda, TX 78610
Mailing Address
Phone number
(512) 268-9220
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (27 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,518 |
| AUM (Assets Under Management) | $ 361,954,267 |
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.
