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Jesse Preston Hindson

Assembly Wealth

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About Jesse Preston Hindson

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.

Firm Information

Jesse Hindson is currently registered with Assembly Wealth. Assembly Wealth is a registered investment advisor located in Mill Valley, CA. They provide financial planning and portfolio management services to high-net-worth individuals and other individuals. The firm manages approximately $368,984,168 in regulatory assets for 615 accounts. Assembly Wealth also participates in wrap fee programs.
Assembly Wealth

319 MILLER AVENUE

MILL VALLEY, CA 94941

$368.98M

Assets Under Management

Not reported

Total Clients

7

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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 individuals

Personalized portfolio management to meet individual financial objectives.

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 Hindson’s Registration & Firm History

CA

07/25/2024 - Present

Assembly Wealth (MILL VALLEY CA)

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Licenses & Designations

IA

Issued 02/12/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/2019

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jesse Preston Hindson.
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