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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 Logan Dietz is a financial advisor with Gibbs Wealth Management, LLC. Jesse is a CERTIFIED FINANCIAL PLANNER™ professional and has over 20 years of experience in the financial services industry. Jesse has a strong commitment to providing clients with personalized financial advice and investment strategies. Jesse has held previous roles with METLIFE SECURITIES INC., MWA FINANCIAL SERVICES INC., AMEGY INVESTMENTS, INC., ZIONS DIRECT, INC., INVESTMENT PROFESSIONALS, INC., AMSOUTH INVESTMENT SERVICES, INC., LINSCO/PRIVATE LEDGER CORP., and EDWARD JONES. Jesse holds FINRA Series 7, 24, and 63 securities licenses and is a registered Investment Advisor Representative in Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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TX
12/14/2023 - Present
Gibbs Wealth Management, LLC (HOUSTON TX)
TX
08/28/2012 - 02/08/2013
METLIFE SECURITIES INC. (HOUSTON TX)
TX
04/15/2011 - 08/27/2012
MWA FINANCIAL SERVICES INC. (BAYTOWN TX)
TX
01/08/2009 - 04/14/2011
AMEGY INVESTMENTS, INC. (BAYTOWN TX)
TX
04/12/2007 - 04/14/2011
ZIONS DIRECT, INC. (BAYTOWN TX)
TX
03/02/2006 - 04/16/2007
INVESTMENT PROFESSIONALS, INC. (HOUSTON TX)
TN
08/30/2005 - 02/28/2006
AMSOUTH INVESTMENT SERVICES, INC. (KNOXVILLE TN)
SC
08/09/2002 - 09/19/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MO
02/16/2000 - 08/12/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 02/27/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 02/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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