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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 Jerome Jefferson is a financial advisor with Bancroft Capital, LLC, a firm headquartered in Los Angeles, CA. Jesse Jefferson has been in the financial services industry since December 1985. Jesse Jefferson is a registered representative and investment advisor representative. Jesse Jefferson holds the following securities licenses: Series 7, Series 63, Series 52TO, and SIE. Jesse Jefferson is registered in Arkansas, California, Connecticut, Georgia, Illinois, Michigan, Minnesota, New York, Oregon, Pennsylvania, Tennessee, and Texas. Jesse Jefferson is licensed in broker-dealer and investment advisor roles. Jesse Jefferson provides financial planning and pension consulting services.
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.
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.
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CA
09/04/2019 - Present
Bancroft Capital, LLC (Los Angeles CA)
CA
04/08/2019 - 08/29/2019
TRIBAL CAPITAL MARKETS, LLC (Santa Monica CA)
TX
06/30/2014 - 04/09/2019
DREXEL HAMILTON, LLC (Frisco TX)
MI
10/08/2013 - 04/25/2014
MULTI-BANK SECURITIES, INC. (SOUTHFIELD MI)
CA
02/17/2012 - 11/07/2013
CRT CAPITAL GROUP LLC (LOS ANGELES CA)
NY
03/29/2011 - 02/14/2012
CORTVIEW CAPITAL SECURITIES LLC (NEW YORK NY)
CA
02/04/2010 - 04/18/2011
MISCHLER FINANCIAL GROUP, INC. (CORONA DEL MAR CA)
AR
02/18/2005 - 02/05/2010
STEPHENS (LITTLE ROCK AR)
TN
06/29/2004 - 02/15/2005
DUNCAN-WILLIAMS, INC. (MEMPHIS (SHELBY) TN)
TN
08/21/2001 - 06/28/2004
NBC CAPITAL MARKETS GROUP, INC. (MEMPHIS TN)
GA
05/13/1999 - 08/20/2001
JACKSON SECURITIES INCORPORATED (ATLANTA GA)
AR
12/11/1995 - 05/11/1999
LLAMA COMPANY (FAYETTEVILLE AR)
MD
12/05/1994 - 12/15/1995
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
10/06/1994 - 12/16/1994
OPPENHEIMER & CO., INC. (NEW YORK NY)
NJ
06/01/1994 - 09/27/1994
THE G.M.S. GROUP, INC. (EAST HANOVER NJ)
NY
04/01/1993 - 06/09/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
06/03/1991 - 04/01/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/24/1985 - 06/04/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 10/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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