Jenna Lee Demoss
Investment Adviser Representative at Assuredpartners Investment Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jenna Lee DeMoss is an investment adviser representative with Assuredpartners Investment Advisors in Nashville, IL, where they have been registered since 2024. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Kestra Advisory Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida, Illinois, and Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Illinois, Texas
- Broker:
1 state or territory
Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2017 – Jun 2022Mount Laurel, NJ
- PNC BankMay 2016 – Sep 2017Hamilton, NJ
- Bank of America, N.A.Dec 2017 – Jun 2022Mount Laurel, NJ
- Kestra Investment Services LLCJun 2022 – Jul 2024Nashville, IL
- Kestra Advisory Services LLCJun 2022 – Jul 2024Nashville, IL
- Private Client ServicesJul 2024 – no end date reportedNashville, IL
- AssuredPartners Investment AdvisorsJul 2024 – no end date reportedTampa, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Assuredpartners Investment Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
For businesses: retirement plans, fiduciary support, plan design, and investment analysis. For individuals: retirement accounts, wealth management, life insurance, and college savings. Additional services include compliance consultation, investment consulting, plan and fee benchmarking, investment policy statement preparation, participant education, and vendor relationship management.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 33
- Offices listed on AdvisorFinder:
- 14
- Main office:
- Tampa, FL
- SEC file number:
- 801-117771
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Assuredpartners Investment Advisors
Showing 12 of 33 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jenna Lee Demoss has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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