Jessica Knutson has been an investment adviser representative at Transce3nd since October 2022, and is not listed among the firm’s executive officers or direct owners. Jessica Knutson studied at Washington University in St. Louis.
Transce3nd LLC is a Buda, TX firm with $419M under management, 1,620 clients and 42 advisers across 17 offices, as of its May 2026 filing.
Jessica Knutson is Private Wealth Advisor of e3 Wealth, based in St. Louis, Missouri. She acts as a communication liaison between clients and other advisors in the firm and assists in implementing strategies that involve life insurance.
Jessica Knutson’s longest registration was 6 years at National Planning Corporation ("NPC of America" in FL & NY) (2011–2017). Before joining Transce3nd in 2022, Jessica Knutson was registered through Ae Wealth Management, LLC and Kalos Management.
- Ae Wealth Management, LLC– · under a yearKirkwood, MO · Adviser representative · Firm CRD 282580
- Kalos Management– · 5 yearsSunset Hills, MO · Adviser representative · Firm CRD 133025
- National Planning Corporation ("NPC of America" in FL & NY)– · 6 yearsSt. Louis, MO · Adviser representative · Firm CRD 29604
Investment adviser representative registrations
Jessica Knutson is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2022; the most recent is Texas, in November 2022.
- MissouriSince 31 October 2022
- TexasResidentSince 1 November 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 10 August 2010 |
| Series 7 | General Securities Representative Examination | 13 April 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jessica Michelle Knutson
- CRD
- 5399898
- Firm
- Transce3nd · CRD 317745
- Office
- 906 S. KIRKWOOD, Kirkwood, MO 63122
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2010
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- e3wealth.com
Where does Jessica Knutson work?
Jessica Knutson is an investment adviser representative registered through Transce3nd LLC since October 2022, and is not listed among the firm’s executive officers or direct owners.
Is Jessica Knutson a financial advisor?
Yes. Jessica Knutson has a current investment-adviser registration in Missouri and Texas, through Transce3nd since October 2022.
How many years of experience does Jessica Knutson have?
Jessica Knutson has 16 years in the financial industry, since April 2010, across 4 adviser firms.
What exams has Jessica Knutson passed?
Jessica Knutson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2010. FINRA credited Jessica Knutson with the SIE, which began in October 2018.
Where did Jessica Knutson work before Transce3nd?
Before Transce3nd, Jessica Knutson was registered through Kalos Management, July 2017 to August 2022; National Planning Corporation ("NPC of America" in FL & NY), January 2011 to July 2017.
Where is Jessica Knutson based?
Jessica Knutson’s registered office is in Kirkwood, MO.
Is Jessica Knutson registered with FINRA?
Yes. Jessica Knutson has a current broker registration, under CRD 5399898.
Source: FINRA BrokerCheck
How can I verify Jessica Knutson’s record?
Search CRD 5399898 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jessica Knutson’s full registration record.
