Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Ford is an investment advisor representative associated with Davenport & Co. LLC. Jesse is registered in the state of Virginia and has been in the industry since February 9, 2021. Jesse has obtained licenses for Series 7TO, SIE, Series 63 and Series 65. Jesse is also an agent of record for Whole Life Insurance Policy sold while employed at a prior firm. Jesse has experience working with insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
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2
VA
08/25/2023 - Present
Davenport & Co. LLC (LYNCHBURG VA)
VA
10/23/2020 - 05/31/2022
NEWBRIDGE SECURITIES CORPORATION (LYNCHBURG VA)
IA
Issued 08/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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