Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Orin Lownsbury is a financial advisor with Wade Financial Advisory, Inc. based in Campbell, California. Jesse has been in the financial services industry since 2013. Jesse has a CFP® designation and has been registered as an Investment Advisor Representative since 2023. Jesse is also a Registered Investment Advisor (IA) in California. Jesse specializes in providing financial planning, portfolio management and other financial services for individuals, high net worth individuals, and charitable organizations. Jesse has experience in working with clients of various backgrounds and can provide customized solutions to meet their unique financial goals.
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.
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.
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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CA
07/27/2023 - Present
Wade Financial Advisory, Inc. (CAMPBELL CA)
Active
Inactive
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