Jessie SmallwoodCRD Number: 1974023
Current Firm: Primerica Advisors
Jessie Smallwood (CRD# 1974023) is an Investment Advisor Representative working at Primerica Advisors in Metairie, LA and has 1 year of experience in the finance industry.
Fpl Capital Management, LLC
Upperline Financial Planning, LLC
Deane Retirement Strategies, Inc.
|Primerica Financial Services||Metairie, LA||Feb 1991 - Current||27|
|Pfs Investments Inc.||Metaire, LA||Jul 1989 - Current||28|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management446MILLIONS
Total Number of Accounts3,814ACCOUNTS
Average Account Value$116,938
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY