Jason Kessler is a control person of EverSource Wealth Advisors and directly owns under 5% of it. Jason Kessler holds a Bachelor of Science in Business Administration from Troy University.
EverSource Wealth Advisors is an investment adviser based in Birmingham, AL, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, other clients and individual clients. Its regulatory assets under management total $5.1 billion, as filed on 25 September 2026. Its fees, ownership and offices are on the firm’s profile.
Todd Kessler is Chief Administrative Officer of EverSource Wealth Advisors. He specializes in advising directors and executives on compensation matters, including executive compensation program structure, short- and long-term incentive plan design, and total compensation strategy. Before joining EverSource, Kessler was vice president and director of compensation at Cadence Bank; his financial services experience includes Bank of America and CitiFinancial.
Professional designations
Listed by EverSource Wealth Advisors
- Certified Compensation Professional® (CCP)
- CRD
- 8348834
- Firm
- EverSource Wealth Advisors · CRD 286340
- Role
- Chief Administrative Officer
- In role since
- April 2023 · 3 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Birmingham, AL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- eversourcewealthadvisors.com
Where does Jason Kessler work?
Jason Kessler has been Chief Administrative Officer of Eversource Wealth Advisors, LLC since April 2023, and is a control person of the firm.
How can I verify Jason Kessler’s record?
Jason Kessler’s role is listed on Eversource Wealth Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 286340.
