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JK

Jessica C. Kanser

SMITH THORNTON ADVISORS
HUNTSVILLE, AL 35801
CRD#: 6262274
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JK
Jessica Carmen KanserSMITH THORNTON ADVISORS

Professional summary


Jessica Carmen Kanser, who also goes by Jessica C Crumbley, Jessica Carmen Crumbley, is a registered financial advisor currently at SMITH THORNTON ADVISORS, LLC located in Huntsville, Alabama.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jessica has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jessica C Crumbley | Jessica Carmen Crumbley

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 Jessica Carmen Kanser'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

June 9, 2022 - Present

SMITH THORNTON ADVISORS, LLC

Office #1: 626 Clinton Avenue West Suite 100, Huntsville, AL 35801
RIA
CRD#: 312537
HUNTSVILLE, AL
Past

January 12, 2022 - June 15, 2022

TRUSTAGE INVESTMENT MANAGEMENT

RIA
CRD#: 105960
Huntsville, AL
Past

August 9, 2017 - June 15, 2022

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WAVERLY, IA
Past

January 2, 2014 - July 15, 2017

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past

November 5, 2013 - December 12, 2013

BBVA SECURITIES INC.

BD
CRD#: 27060
DECATUR, AL

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".
ST
SMITH THORNTON ADVISORS, LLC
SMITH THORNTON ADVISORS, LLC

CRD#: 312537 / SEC#: 801-120351

RIA
Registered Investment Advisory firm - (2/22/2021 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
Alabama
(6/9/2022)
IAR
Texas
(9/5/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/17/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


ST
SMITH THORNTON ADVISORS, LLC
SMITH THORNTON ADVISORS, LLC

CRD#: 312537 / SEC#: 801-120351

RIA
Registered Investment Advisory firm - (2/22/2021 Approved)
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Contact information


Main Address
626 Clinton Avenue West Suite 100, Huntsville, AL 35801
Mailing Address
Phone number
(256) 715-7715
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (5 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STA ADV PART 2A (1/2/2026)

Regulatory assets under management


Total Number of Accounts782
AUM (Assets Under Management)$ 733,591,812

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


SMITH THORNTON ADVISORS, LLC

CRD#: 312537Huntsville, AL 35801

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