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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Brookreson is a financial advisor at Raymond James & Associates, Inc. Jesse has been in the financial industry since May 10, 2005. Jesse has experience in the areas of financial planning, portfolio management, and pension consulting. Jesse is registered with the state of Pennsylvania and Texas and is currently active in both the broker-dealer and investment advisor industries. In addition to Jesse's current employment with Raymond James & Associates, Inc., Jesse was also previously employed by Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Jesse is a member of the finance committee at St. Robert Bellarmine Roman Catholic Church in Warrington, Pennsylvania. Jesse has a strong track record of success in helping clients achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
10/20/2021 - Present
Raymond James & Associates, Inc. (Doylestown PA)
PA
08/31/2005 - 10/22/2021
WELLS FARGO CLEARING SERVICES, LLC (DOYLESTOWN PA)
NY
04/08/2005 - 07/28/2005
LEK SECURITIES CORPORATION (NEW CITY NY)
IA
Issued 09/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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