Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Betzner is a financial advisor with Capstone Partners, a firm that is not currently registered with the Securities and Exchange Commission (SEC). Jesse has been in the financial industry since January 19, 2016, with prior experience at J.P. Morgan Securities LLC and Deutsche Bank Securities Inc. Jesse holds the Series 63, SIE and Series 79TO licenses. Jesse is currently registered with the Financial Industry Regulatory Authority (FINRA) and has a branch office location in Boston, MA.
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.
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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2
MA
12/20/2018 - Present
Capstone Partners (BOSTON MA)
NY
08/06/2014 - 03/17/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
05/13/2010 - 07/27/2012
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
03/31/2010 - 05/04/2010
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 08/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2018
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/17/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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