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Jesse Mafra Flatt

City National Rochdale

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About Jesse Mafra Flatt

Jesse Mafra Flatt is a financial advisor with City National Rochdale. Jesse has been in the financial services industry since 2010. Jesse holds a Series 63, 66, 7, 31, and SIE licenses, and is registered to provide investment advisory services in over 40 states. Jesse previously worked at Invesco Distributors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley Smith Barney. Jesse is a CFA charterholder.

Firm Information

Jesse Flatt is currently registered with City National Rochdale. City National Rochdale is an investment advisor with over $50 billion in assets under management. They offer a variety of services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also provide selection of other advisors and have a wrap fee program. They are registered with the SEC and have offices in New York, NY.
City National Rochdale

400 PARK AVENUE

NEW YORK, NY 10022

$68.18B

Assets Under Management

Not reported

Total Clients

113

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jesse Flatt’s Registration & Firm History

CA

03/30/2020 - Present

City National Rochdale (San Francisco CA)

GA

08/28/2019 - 10/16/2019

INVESCO DISTRIBUTORS, INC. (ATLANTA GA)

CA

01/24/2011 - 03/03/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BERKELEY CA)

CA

06/07/2010 - 01/27/2011

MORGAN STANLEY SMITH BARNEY (OAKLAND CA)

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Licenses & Designations

BC

Issued 10/19/2019

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 04/30/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/28/2019

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/23/2010

Series 31 - Futures Managed Funds Examination

BC

Issued 03/29/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jesse Mafra Flatt.
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