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Jesse Rendell Blom

Brookside Wealth Planning

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About Jesse Rendell Blom

Jesse Blom is a financial advisor with Brookside Wealth Planning, a registered investment advisor. Jesse has been in the financial services industry for over 15 years and holds the Series 6, 7, 63, and 65 licenses. Jesse specializes in financial planning, retirement planning, and investment management. Jesse is committed to providing personalized financial advice to help clients achieve their financial goals. Jesse also offers insurance products through a separate business.

Firm Information

Jesse Blom is currently registered with Brookside Wealth Planning. Brookside Wealth Planning is a financial advisor that manages $67,091,811 in assets for 393 clients. The firm offers financial planning, pension consulting, and portfolio management for individuals. They have 1 licensed agent and 1 investment advisor representative. Brookside Wealth Planning primarily works with high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.

$67.09M

Assets Under Management

Not reported

Total Clients

1

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 Blom’s Registration & Firm History

SD

03/13/2024 - Present

Brookside Wealth Planning (SIOUX FALLS SD)

SD

05/05/2008 - 11/06/2013

NYLIFE SECURITIES LLC (SIOUX FALLS SD)

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Licenses & Designations

IA

Issued 07/14/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/04/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/09/2011

Series 7 - General Securities Representative Examination

BC

Issued 05/02/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jesse Rendell Blom. Review regulatory record here.
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