Jessica Knutson, financial advisor Kyle TX

Jessica Knutson

CRD Number: 5399898
Current Firm: Transce3nd LLC

Jessica Knutson (CRD# 5399898) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 13 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Transce3nd, LLC Kyle, TX Oct 2022 - Current 1
Madison Avenue Securities San Diego, CA Jul 2022 - Current 1
E3 Consultants Group St. Louis, MO Aug 2009 - Current 14
Ae Wealth Management LLC Topeka, KS Jul 2022 - Sep 2022 < 1
Kalos Capital Alpharetta, GA Jul 2017 - Jul 2022 5
Kalos Management Alpharetta, GA Jul 2017 - Jul 2022 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Jessica M. Knutson
Phone Number: 512-268-9220
Firm Website: https://transcendim.com/
Registered State(s):
  • MO
  • TX
By the Numbers
  • Total Assets Under Management
    184
    MILLIONS
  • Total Number of Accounts
    1,151
    ACCOUNTS
  • Average Account Value
    $160,156
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, MO, ND, NV, TN, TX

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