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Jess William Gaines

Latitude Advisors, LLC

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About Jess William Gaines

Jess Gaines is an Investment Advisor Representative with Latitude Advisors, LLC. Jess has been in the financial services industry since December 1999. Jess has a Series 6, Series 66, and SIE license. Jess currently holds registrations in Florida and Virginia. Jess previously worked at MEDALLION INVESTMENT SERVICES, INC.. Jess is also a board member at LAWNWOOD REGIONAL MEDICAL CENTER and a president at BACKUS SCHOLARSHIP FUND, INC. Jess is a dedicated financial professional who provides personalized investment advice and guidance.

Firm Information

Jess Gaines is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party referral fees

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Jess Gaines’s Registration & Firm History

FL

11/19/2009 - Present

Latitude Advisors, LLC (VERO BEACH FL)

FL

12/09/1999 - 11/12/2009

MEDALLION INVESTMENT SERVICES, INC. (FORT PIERCE FL)

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Licenses & Designations

BOTH

Issued 10/27/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jess William Gaines.
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