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Jessie Nicole Evertson

Brex Treasury LLC

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About Jessie Nicole Evertson

Jessie Nicole Evertson is a financial professional with a background in financial operations. Jessie is currently registered with Brex Treasury LLC. Jessie obtained her Series 27 license on July 8, 2024.

Firm Information

Jessie Evertson is currently registered with Brex Treasury LLC. Brex Treasury LLC is a Limited Liability Company that was formed on November 1, 2018. It is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the U.S. Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

22

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.

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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Jessie Evertson’s Registration & Firm History

UT

07/17/2024 - Present

Brex Treasury LLC (SALT LAKE CITY UT)

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Licenses & Designations

BC

Issued 07/08/2024

Series 27 - Financial and Operations Principal Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jessie Nicole Evertson.
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