Samantha Jackson-Kittle (CRD# 5515521) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 15 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sovran Advisors Llc - Crd 329415 | Pasadena, CA | Feb 2024 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Feb 2024 - Current | < 1 |
| Greater Pacific Solutions | Pasadena, CA | Feb 2020 - Current | 4 |
| Mml Investors Services, LLC | Los Angeles, CA | Apr 2019 - Feb 2024 | 4 |
| Massmutual Life Insurance Co | Los Angeles, CA | Mar 2019 - Feb 2024 | 4 |
| Hsbc Bank Usa Na | New York, NY | Apr 2018 - Mar 2019 | < 1 |
| Hsbc Securities Inc. | New York, NY | Apr 2018 - Mar 2019 | < 1 |
| Nylife Securities LLC | Scottsdale, AZ | Jun 2011 - Apr 2018 | 6 |
| New York Life Insurance Company | Scottsdale, AZ | Feb 2011 - Apr 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2008 |
| S66 | NASAA Uniform Combined State Law Examination | May 2021 |
- CA
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Total Assets Under Management842MILLIONS
-
Total Number of Accounts3,480ACCOUNTS
-
Average Account Value$241,832
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA
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