Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Joel Brown is a financial advisor at Mariner Independent, with over 10 years of experience in the financial services industry. Jesse is a Certified Financial Planner™ professional and holds Series 6, 7, 63, and 65 licenses. Jesse has worked with various firms, including SIGNATURE ESTATE SECURITIES, INC., OSAIC WEALTH, INC., SIGNATOR INVESTORS, INC., FIDELITY BROKERAGE SERVICES LLC, PRINCOR FINANCIAL SERVICES CORPORATION, GWFS EQUITIES, INC., and UVEST FINANCIAL SERVICES GROUP, INC. Jesse specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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TX
01/30/2024 - Present
Mariner Independent (Houston TX)
CA
08/14/2023 - 01/30/2024
SIGNATURE ESTATE SECURITIES, INC. (Los Angeles CA)
TX
11/02/2018 - 08/24/2023
OSAIC WEALTH, INC. (HOUSTON TX)
TX
09/26/2014 - 11/02/2018
SIGNATOR INVESTORS, INC. (HOUSTON TX)
MA
02/19/2013 - 09/08/2014
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
IA
05/16/2012 - 10/02/2012
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
12/18/2008 - 04/23/2012
GWFS EQUITIES, INC. (BOSTON MA)
ME
11/19/2007 - 11/14/2008
UVEST FINANCIAL SERVICES GROUP, INC. (SCARBOROUGH ME)
IA
Issued 04/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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