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Jesse Stephen Babich

EFS Advisors

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About Jesse Stephen Babich

Jesse Stephen Babich is a financial advisor with over 20 years of experience in the industry. Jesse is currently registered with EFS Advisors and Advanced Advisor Group, LLC, both based in Cambridge, MN. Jesse provides a wide range of financial services, including financial planning, portfolio management, and investment advisory services. Jesse has a strong track record of success in helping individuals, families, and businesses achieve their financial goals. Jesse holds several industry certifications, including the Series 6, 7, 63, and 66 licenses.

Firm Information

Jesse Babich is currently registered with EFS Advisors. EFS Advisors is an investment advisor headquartered in Cambridge, Minnesota. With over $2 billion in assets under management, the firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, corporations, and institutions, including pension plans, charitable organizations, and insurance companies. EFS Advisors has over 50 licensed agents and investment advisor representatives. They offer a range of services, including portfolio management, financial planning, and pension consulting. The firm also publishes periodicals and conducts educational seminars. EFS Advisors is a registered investment advisor with the SEC.
EFS Advisors

1995 EAST RUM RIVER DRIVE S

CAMBRIDGE, MN 55008

$2.04B

Assets Under Management

Not reported

Total Clients

55

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

A percentage of the total value of assets under management is charged.

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Jesse Babich’s Registration & Firm History

MN

02/19/2024 - Present

EFS Advisors (CAMBRIDGE MN)

NY

02/28/2002 - 05/22/2003

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/06/2010

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 03/22/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/27/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jesse Stephen Babich. Review regulatory record here.
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