President / Chief Executive Officer · Searcy Financial Services, Inc.
Jessica A. Kmetty
CRD 4554864 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Searcy Financial Services, Inc., an SEC-registered wealth manager based in Overland Park, KS with $514 million in regulatory assets, lists Jessica A. Kmetty on its Form ADV as President / Chief Executive Officer, a control person. The SEC filings also name Jessica at 1 other registered adviser.
Firms and roles
- Searcy Financial Services, Inc.President / Chief Executive OfficerWealth manager · Overland Park, KS · $514M in regulatory assets
- Allos Investment Advisors, LLCPrincipalWealth manager · Overland Park, KS · $74M in regulatory assets
AtlasMembers
Jessica’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jessica’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Marcus C. ShafferPrincipal / Secretary / Treasurer / CFO, Searcy Financial Services, Inc.
- John C. FalesPrincipal / Director of Financial Planning / Chief Compliance Officer, Searcy Financial Services, Inc.
- Ryan W. BrookePrincipal / CIO, Searcy Financial Services, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jessica’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.