Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Lukas Perrault is a financial advisor with Edward Jones. Jesse has been in the financial services industry since 2015 and is registered with the state of Connecticut. Jesse has earned the Certified Financial Planner designation, signifying a commitment to providing comprehensive financial planning services. Jesse has experience working with various types of clients, including individuals, businesses, and retirement plans. Jesse's experience at Edward Jones, Legg Mason and Franklin Distributors, LLC, has helped to build a strong foundation in providing financial advice and investment management services. Jesse's primary office is located in Niantic, CT.
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.
See schedule d - miscellaneous
1
2
CT
09/14/2022 - Present
Edward Jones (NIANTIC CT)
CA
02/16/2022 - 03/16/2022
FRANKLIN DISTRIBUTORS, LLC (SAN MATEO CA)
CT
03/29/2017 - 10/12/2020
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
VT
08/18/2015 - 03/13/2017
EDWARD JONES (WAITSFIELD VT)
BOTH
Issued 09/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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