Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse P. Kahn is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Jesse is a licensed financial advisor in Virginia and Texas and holds licenses to provide investment advice in Virginia and Texas. Jesse began working in the securities industry on March 23, 2018. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc. Jesse was associated with Citigroup Global Markets Inc. and NYLIFE Securities LLC. Jesse has been a licensed financial advisor since 2018 and has been working with individual and corporate clients, as well as insurance companies, charitable organizations and pension and profit sharing plans.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
01/05/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALEXANDRIA VA)
DC
05/06/2019 - 01/04/2023
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
MD
02/22/2018 - 04/05/2019
NYLIFE SECURITIES LLC (BETHESDA MD)
IA
Issued 05/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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