Unclaimed Profile

Jessica Ann Kmetty

ALLOS INVESTMENT ADVISORS, LLC·OVERLAND PARK, Kansas

Series 65Clean record17 years registeredALLOS INVESTMENT ADVISORS, LLC

12980 FOSTER STREET, OVERLAND PARK, KS 66213CRD# 4554864Firm CRD# 155541

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jessica Ann Kmetty · OVERLAND PARK, KS

Registration

CRD #4554864 · ALLOS INVESTMENT ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

ALLOS INVESTMENT ADVISORS, LLC

Jan 2011 – present

SEARCY FINANCIAL SERVICES, INC.

Jul 2009 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 3, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALLOS INVESTMENT ADVISORS, LLC

CRD 155541 · SEC 801-72028

AUM

$51M

Regulatory assets under management

Employees

752 client accounts

Services offered by ALLOS INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALLOS INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jessica Ann Kmetty offer?

Jessica Ann Kmetty specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Jessica Ann Kmetty's credentials?

Jessica Ann Kmetty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jessica Ann Kmetty located?

Jessica Ann Kmetty is based in OVERLAND PARK, Kansas, working with ALLOS INVESTMENT ADVISORS, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Jessica Ann Kmetty charge for services?

Jessica Ann Kmetty's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLOS INVESTMENT ADVISORS, LLC?

ALLOS INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $51M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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