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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Crews is a financial advisor who provides financial planning and investment management services. Jesse Crews is a CERTIFIED FINANCIAL PLANNER™ professional. Jesse Crews is registered with Wealth Enhancement Advisory Services, LLC. Jesse Crews has been in the financial services industry since 2005. Jesse Crews has worked for Raymond James Financial Services, Inc., NYLIFE Securities LLC, Retirement Strategies, Inc. and Wealth Enhancement Group.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
FL
09/05/2018 - Present
Wealth Enhancement Advisory Services, LLC (Jacksonville FL)
FL
06/15/2009 - 01/12/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (JACKSONVILLE FL)
FL
10/21/2005 - 06/19/2009
NYLIFE SECURITIES LLC (JACKSONVILLE FL)
IA
Issued 09/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/20/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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