Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Wright is a financial advisor in St. Louis, MO. Jesse has been in the financial services industry since 1983 and has been associated with Benjamin F. Edwards & Company, Inc. since 2014. Previously, Jesse was associated with WELLS FARGO ADVISORS, LLC, and A. G. EDWARDS & SONS, INC. Jesse holds Series 63, 66, 7, 8, 9, and 10 licenses, as well as the SIE designation and is a Certified Financial Planner. Jesse provides financial planning, portfolio management, and educational seminars to individuals, businesses, and corporations. Jesse is also registered with the State of South Carolina as an Investment Advisor Representative.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MO
01/19/2022 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
SC
01/01/2008 - 06/30/2014
WELLS FARGO ADVISORS, LLC (SENECA SC)
SC
01/13/1983 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SENECA SC)
BOTH
Issued 10/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/27/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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