Jessica Kmetty

President & CEO at Searcy Financial Services, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Peoria, Arizona, United States, US
Languages
  • English -
  • Spanish -
Skills

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Chris Lundine

Simply put Searcy Financial Services has the best talent in the business to provide OUTSTANDING service from a technical financial capability and personal integrity perspective. Due to Jessica’s leadership Searcy Financial has assembled the finest individuals in the business of Financial Advising. I rarely come across a company that has as deep a bench of the right people in the right position. Searcy Financial also has the Vision and Leadership to go with it!

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Credentials

  • ESG(k) Certificate
    National Association of Plan Advisors
    Aug, 2021
    - Nov, 2024
  • Chartered Special Needs Consultant (ChSNC)
    The American College of Financial Services
    Mar, 2021
    - Nov, 2024
  • Nonqualified Plan Advisor (NQPA)
    National Association of Plan Advisors
    Feb, 2018
    - Nov, 2024
  • Certified Plan Fiduciary Advisor (CPFAᵀᴹ)
    National Association of Plan Advisors
    May, 2016
    - Nov, 2024
  • Global Financial Steward™
    Leadership Center for Investment Stewards
    Apr, 2013
    - Nov, 2024

Experience

  • Searcy Financial Services, Inc.
    • United States
    • Financial Services
    • 1 - 100 Employee
    • President & CEO
      • May 2001 - Present

      Responsible for the entire operations of Searcy Financial Services, a fee-only Registered Investment Advisor. I also run our retirement plan division and work with divorced women, blended families and families with special needs children. Responsible for the entire operations of Searcy Financial Services, a fee-only Registered Investment Advisor. I also run our retirement plan division and work with divorced women, blended families and families with special needs children.

  • Allos Investment Advisors®, LLC
    • United States
    • Investment Management
    • Principal
      • Oct 2010 - Present

      Responsible for establishing and overseeing this fee-only Independent Registered Investment Advisor firm dedicated to providing world class investment management to the average investor with no minimum account size. Now offering a subscription service for financial planning foundation pieces. Responsible for establishing and overseeing this fee-only Independent Registered Investment Advisor firm dedicated to providing world class investment management to the average investor with no minimum account size. Now offering a subscription service for financial planning foundation pieces.

Education

  • American University
    BSBA, Business, Marketing
    1998 - 2000
  • UCLA Anderson School of Management
    Certified 401(k) Professional - C(k)P® designation
    2013 - 2013
  • University of Pittsburgh - Joseph M. Katz Graduate School of Business
    Accredited Investment Fiduciary Analyst™ designation, Fiduciary Studies
    2007 - 2007

Community

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