Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Bristow is a financial advisor with Independent Financial Group, LLC. Jesse is a registered investment advisor representative (IAR) with Independent Financial Group, LLC. Jesse is registered with the state of Colorado. Jesse has over 10 years of experience in the financial services industry. Jesse has worked with clients in the areas of financial planning, portfolio management, and pension consulting. Jesse is also a registered representative with the Financial Industry Regulatory Authority (FINRA). Jesse specializes in working with individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
05/09/2024 - Present
Independent Financial Group, LLC (Denver CO)
CO
03/02/2023 - 02/14/2024
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
NE
12/19/2022 - 01/03/2023
SECURITIES AMERICA, INC. (LAVISTA NE)
CO
05/14/2019 - 07/01/2022
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
IA
Issued 05/07/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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