Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse L. Wilson is a registered Investment Advisor Representative with Gradient Advisors, LLC. Jesse has been in the financial services industry since 2011 and has experience working with a variety of clients, including individuals, corporations, and pension plans. Jesse is committed to providing personalized financial advice and helping clients reach their financial goals. Jesse is registered in Washington and has passed the Series 6, Series 63 and Series 65 exams. Jesse has experience with various investment products, including stocks, bonds, mutual funds, and insurance. Jesse's previous employment history includes positions with Bankers Life Securities, Inc., NYLIFE Securities LLC, and Florida Insurance 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.
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.
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.
Referral fees
1
2
MN
06/20/2022 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
OR
04/20/2016 - 06/24/2021
BANKERS LIFE SECURITIES, INC. (PORTLAND OR)
AK
11/02/2011 - 05/19/2014
NYLIFE SECURITIES LLC (ANCHORAGE AK)
IA
Issued 01/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Jesse Wilson is the right advisor for you? Invested Better is here to help.
