Unclaimed
Jesse Preston Hindson is a Certified Financial Planner™ professional with over 8 years of experience in the financial services industry. Jesse is currently registered with Assembly Wealth and holds a Series 65 license. Jesse is committed to providing comprehensive financial planning and investment management services to individuals and families. Jesse has experience working with high-net-worth individuals and families, and is also skilled in working with individuals with a wide range of financial goals and needs.
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.
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
07/25/2024 - Present
Assembly Wealth (MILL VALLEY CA)
IA
Issued 02/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/2019
Series 3 - National Commodity Futures Examination
Active
Inactive
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