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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 Floyd Ward is an active investment advisor representative registered with LPL Financial LLC. Jesse Ward has over 14 years of experience in the financial services industry. Jesse Ward is registered with the state of Idaho and is Series 7, Series 9, Series 10, and Series 66 licensed. Jesse Ward's office is located at 444 HOSPITAL WAY STE 520 in POCATELLO, ID.
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.
Consulting and other non-discretionary advisory services
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.
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2
ID
10/24/2024 - Present
LPL Financial LLC (POCATELLO ID)
ID
11/06/2020 - 03/07/2024
SECURITIES AMERICA, INC. (POCATELLO ID)
ID
05/23/2019 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Pocatello ID)
ID
03/09/2015 - 05/28/2019
WELLS FARGO CLEARING SERVICES, LLC (POCATELLO ID)
ID
05/20/2009 - 03/10/2015
EDWARD JONES (POCATELLO ID)
BOTH
Issued 07/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/26/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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