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Jessica Knutson

Transce3nd LLC
16 Years of Experience
Kirkwood, MO
BrokerSells Insurance
View SEC Summary
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Jessica Knutson is a registered investment advisor at Transce3nd LLC, based in Kirkwood, MO, with 16 years of industry experience. Jessica is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 1,620 clients with $420M in assets under management.

Transce3nd LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
1,620 clients
Average Client Portfolio
$259K average
Assets Under Management
$418.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.65%

Fees do not exceed 1.65% annually and are customized per client. Fees cover wrap program costs including custody and transaction expenses.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

906 S. Kirkwood, Kirkwood, MO, 63122

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jessica is involved in several businesses, including insurance and financial representation roles, focusing on asset gathering, life insurance solutions, and tax minimization strategies. She also works as an Investment Adviser Representative for Transce3nd and AE Wealth Management, LLC.

Employment History
Current Registrations
Transce3nd LLC
October 2022 - Present · 4 yrs
Madison Avenue Securities, LLCBroker
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
Ae Wealth Management, LLC
July 2022 - January 2023 · 6 mos
Kalos Management
July 2017 - August 2022 · 5 yrs 1 mo
Kalos Capital, INC.Broker
July 2017 - August 2022 · 5 yrs 1 mo
National Planning Corporation ("npc of America" in Fl & Ny)
January 2011 - July 2017 · 6 yrs 6 mos
National Planning CorporationBroker
April 2010 - July 2017 · 7 yrs 3 mos
State Registrations3 states
ILMOTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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