Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Kellar is an investment advisor representative at Schwab Wealth Advisory, Inc. Jesse is licensed to provide investment advisory services in the states of Colorado and Texas. Jesse has been in the financial industry since April 2017. Jesse has a strong background in financial planning and portfolio management, having worked with Schwab Wealth Advisory, Inc. since June 2019.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
01/10/2021 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
BOTH
Issued 06/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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