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Jesse Clifton Dove

Compass Financial Management LLC

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About Jesse Clifton Dove

Jesse Dove is a financial professional with over 30 years of experience in the industry. Jesse Dove has a wide range of experience, having worked with Securities Service Network, Inc., The Investment Center, Inc., Jefferson-Pilot Investor Services, Inc. and The Stuart-James Company, Incorporated. Jesse Dove is currently registered with Compass Financial Management LLC in Ladson, South Carolina. Jesse Dove specializes in providing financial planning, portfolio management for individuals and pension consulting. Jesse Dove's experience and expertise can help individuals and families achieve their financial goals.

Firm Information

Jesse Dove is currently registered with Compass Financial Management LLC. Compass Financial Management LLC is an investment advisor registered with the SEC and located in TAMPA, FL. The firm manages approximately $409,358,130 in assets and has 13 licensed agents, 20 investment advisor representatives, and 4 registered representatives. The firm provides financial planning, pension consulting, and portfolio management for individuals. Compass Financial Management LLC serves high-net-worth individuals, corporations, and pension and profit-sharing plans.
Compass Financial Management LLC

2422 W. SUNSET DRIVE

TAMPA, FL 33629

$409.36M

Assets Under Management

Not reported

Total Clients

17

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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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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percentage of assets

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

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Jesse Dove’s Registration & Firm History

SC

01/01/2025 - Present

Compass Financial Management LLC (Ladson SC)

TN

12/13/2000 - 12/31/2000

SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)

TN

01/04/1999 - 12/11/2000

SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)

NA

12/07/1998 - 12/24/1998

SECURITIES SERVICE NETWORK, INC.

NJ

09/23/1991 - 11/30/1998

THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)

IN

03/22/1991 - 09/25/1991

JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)

CO

05/21/1987 - 11/01/1990

THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)

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Licenses & Designations

BC

Issued 04/29/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/1988

Series 24 - General Securities Principal Examination

BC

Issued 05/16/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jesse Clifton Dove. Review regulatory record here.
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