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Jesse Blaise

Charles Schwab & CO., Inc.

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About Jesse Blaise

Jesse Blaise is a financial advisor with over 5 years of experience in the financial industry. Jesse is currently registered with Charles Schwab & CO., Inc. as a Registered Representative and Investment Advisor Representative. Jesse has a strong background in the financial services industry and has worked with Raymond James Financial Services, Inc. and Wells Fargo Advisors Financial Network, LLC in the past. Jesse is licensed to provide financial advice in 29 states and has passed the Series 7TO, Series 66, and SIE exams. Jesse is dedicated to providing personalized financial advice to individuals and families to help them achieve their financial goals.

Firm Information

Jesse Blaise is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Jesse Blaise’s Registration & Firm History

AZ

05/15/2024 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

AZ

10/08/2021 - 06/22/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)

AZ

12/21/2020 - 09/22/2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SCOTTSDALE AZ)

AZ

04/23/2019 - 12/09/2020

CHARLES SCHWAB & CO., INC. (Phoenix AZ)

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Licenses & Designations

BOTH

Issued 06/03/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/19/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/18/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jesse Blaise.
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