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Jesse Grant Buchanan

Main Advisory, Inc.

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About Jesse Grant Buchanan

Jesse Grant Buchanan is a financial advisor with Main Advisory, Inc. Jesse has been in the financial services industry since 2016. Jesse is registered with the state of Pennsylvania and holds the Series 6, Series 63, Series 65, and SIE licenses. Jesse also has experience in insurance, real estate, and photography. Jesse's specializations include retirement planning, investment planning, education planning, and estate planning.

Firm Information

Jesse Buchanan is currently registered with Main Advisory, Inc.. Main Advisory, Inc. is an investment advisor registered with the SEC located in Canonsburg, Pennsylvania. They offer financial planning, pension consulting, and portfolio management for individuals. They serve high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. They manage $116,082,460 in regulatory assets under management.
Main Advisory, Inc.

2400 ANSYS DRIVE

CANONSBURG, PA 15317

$116.08M

Assets Under Management

Not reported

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 individuals

Personalized portfolio management to meet individual financial objectives.

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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Jesse Buchanan’s Registration & Firm History

PA

10/10/2023 - Present

Main Advisory, Inc. (CANONSBURG PA)

PA

06/16/2016 - 10/11/2023

PRUCO SECURITIES, LLC. (Canonsburg PA)

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Licenses & Designations

IA

Issued 04/03/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/13/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jesse Grant Buchanan.
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