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Jesse Dean Ruocco

Pathstone

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About Jesse Dean Ruocco

Jesse Ruocco is a financial advisor currently registered with Pathstone in Englewood, NJ. Jesse has a combined 8 years of experience in the financial services industry. Jesse is also licensed in Massachusetts. Previously, Jesse has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, MA.

Firm Information

Jesse Ruocco is currently registered with Pathstone. Pathstone is a registered investment advisor with offices in ENGLEWOOD, NJ. The firm manages over $48 billion in assets and provides a variety of investment services to clients including financial planning, portfolio management, and family office services. Pathstone has a broad client base including individuals, corporations, investment companies, and charitable organizations.
Pathstone

10 STERLING BLVD

ENGLEWOOD, NJ 07631

$48.26B

Assets Under Management

Not reported

Total Clients

129

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory

Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jesse Ruocco’s Registration & Firm History

NJ

08/23/2022 - Present

Pathstone (ENGLEWOOD NJ)

MA

10/04/2019 - 03/09/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)

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Licenses & Designations

BOTH

Issued 11/01/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/25/2024

Series 7TO - General Securities Representative Examination

BC

Issued 08/30/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jesse Dean Ruocco.
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