Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Sheridan Axtell is a financial advisor currently registered with U.S. Bancorp Investments, Inc. Jesse has over 20 years of experience in the financial services industry. Jesse has a Series 7, Series 31, and Series 66 licenses. Jesse is also registered in Arizona, California, Colorado, Minnesota, South Carolina, Texas and Washington. Jesse has previously been employed with EDWARD JONES, CCO CAPITAL, LLC, AXA DISTRIBUTORS, LLC, LIGHTSTONE SECURITIES, LLC, KBS CAPITAL MARKETS GROUP LLC, METLIFE INVESTORS DISTRIBUTION COMPANY and DEAN WITTER REYNOLDS INC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WA
05/13/2022 - Present
U.s. Bancorp Investments, Inc. (Kirkland WA)
WA
12/09/2019 - 05/19/2022
EDWARD JONES (EDMONDS WA)
AZ
11/04/2015 - 12/17/2018
CCO CAPITAL, LLC (PHOENIX AZ)
NC
07/12/2011 - 11/03/2015
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NJ
03/08/2010 - 02/08/2011
LIGHTSTONE SECURITIES, LLC (MAHWAH NJ)
CA
03/26/2007 - 03/01/2010
KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)
NY
12/11/2004 - 04/05/2007
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
03/26/2001 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
NY
08/25/1999 - 12/14/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 01/31/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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