Jessica Poynter
Advisor at Sowell Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Sowell Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Little Rock, AR 72201
Credentials
Series 63, Series 66
Industry experience
14 years
Jessica Poynter is a financial advisor at Sowell Management with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates and First Heartland Capital Inc. Poynter is also the owner of Poynter Capital Inc., a marketing entity for financial services. Sowell Management provides investment advisory and related services to a diverse client base, including individuals, retirement plans, corporations, and institutions. The firm operates an independent contractor model, offering portfolio management, financial planning, and various advisory services supported by model portfolios and third-party platforms.
Based on Sowell Management
Based on Sowell Management
Fixed financial planning fees up to $10,000.
Up to 2.5% per annum (varies depending on portfolio size, services, and advisor)
Insurance commissions and brokerage commissions may be earned by certain supervised persons, which may exceed advisory fees.
Hourly financial planning fees from $150 to $500 per hour depending on scope and professional.
Subscription self-directed financial planning tools and assistance generally charged between $50 to $200 per month, fees negotiable.
Account minimum: $50,000 Minimum fee: Minimum quarterly fee of $25 per household. Fee-only: Fixed financial planning fees up to $10,000; hourly financial planning fees $150 to $500 per hour; subscription fees generally $50 to $200 per month.
117 South Victory St
Little Rock, AR 72201
Arkansas · Colorado · Wisconsin
Sowell Management
2020 - Present (6 years)
First Heartland Capital Inc
2019 - 2019 (1 year)
Raymond James & Associates
2013 - 2019 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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