ADVISOR BIO

Jesse Charles Cox is a financial advisor with over 20 years of experience in the industry. Jesse is currently registered with Independent Financial Group, LLC in California and Texas. Jesse previously worked for LPL Financial LLC in Tustin, CA, where he was registered from January 18, 2001 to May 23, 2013. Jesse is a Series 7, Series 63, and Series 66 licensed professional and holds the SIE exam.

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ADVISOR BIO

Jesse Salvador Olsen is a financial advisor with LPL Financial LLC. Jesse has been in the industry since August 12, 2012. Jesse is located in SAN DIEGO, CA. Jesse has passed the Securities Industry Essentials Examination and the Operations Professional Examination. Jesse's registrations include FINRA and LPL Financial LLC.

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ADVISOR BIO

Jesse Erald Lopez is a financial advisor with over 13 years of experience in the industry. Jesse is currently registered with LPL Financial LLC and holds Series 66, Series 7, and SIE licenses. Jesse has previously worked with Crown Capital Securities, L.P., Edward Jones, Cambridge Investment Research, Inc., and Financial Network Investment Corporation. Jesse's specializations include financial planning, portfolio management for individuals and businesses, and pension consulting. Jesse also offers educational seminars and selection of other advisors.

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ADVISOR BIO

Jesse M. Rodriquez is an advisor with Wells Fargo Advisors Financial Network, LLC and has been in the financial services industry for over 25 years. Jesse has experience working with various clients including high-net-worth individuals, charitable organizations, corporations and pension and profit-sharing plans. Jesse provides a variety of advisory services, including financial planning, portfolio management, investment consulting and selection of other advisors. Jesse holds a Series 7, 24, 31, 63 and 65 license, as well as registrations in over 30 states. Jesse is also licensed in Florida as an Investment Advisor Representative. Previously, Jesse was an advisor with UBS Financial Services Inc. for nine years, and prior to that, Merrill Lynch for five years.

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ADVISOR BIO

Jesse John Higbee is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jesse has been in the financial services industry since November 2015 and holds both a Series 7 and Series 63 license, along with the SIE and Series 6 exams. Jesse has an active registration in California, Oregon, and Arizona. Jesse specializes in providing portfolio management services for both individuals and businesses.

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ADVISOR BIO

Jesse Serra, a Certified Financial Planner, is a Registered Representative with Charles Schwab & CO., Inc. and has been in the industry since March 31, 2015. Jesse is licensed in California and is part of the Charles Schwab team in Irvine. Prior to joining Charles Schwab, Jesse was with J.P. Morgan Securities LLC. Jesse is dedicated to providing financial guidance and assisting clients with their financial planning needs.

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ADVISOR BIO

Jesse Howard Israel is a financial advisor registered with MML Investors Services, LLC. Jesse has been in the industry since April 2019. Jesse holds Series 7, 63, and 65 licenses. Jesse is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant. Jesse has a strong track record of helping individuals and families achieve their financial goals. Jesse is committed to providing personalized advice and guidance to help clients make informed financial decisions. Jesse's practice focuses on providing financial planning, portfolio management, and retirement planning services.

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ADVISOR BIO

Jesse Waters is a financial advisor at LPL Financial LLC. Jesse has been in the industry since 2017. Jesse has experience with Voya Financial Advisors, Inc., CETERA ADVISOR NETWORKS LLC, and Merrill Lynch. Jesse holds the Series 7, Series 66, and SIE licenses and is registered in California and New York. Jesse is a registered investment advisor representative. Jesse's firm, LPL Financial LLC, is a large firm with over $50 billion in assets under management. LPL Financial LLC offers a variety of financial services, including financial planning, portfolio management, and investment advice.

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ADVISOR BIO

Jesse Jon Wood is a financial advisor currently registered with IEQ Capital, LLC. Jesse has been in the industry since 2013 and has held previous roles at JPMorgan Chase Bank NA, BBR Partners, T3 Advisors and J.P. Morgan Securities LLC. Jesse holds Series 63, 65, 7 and SIE licenses and is registered as an investment advisor in 12 states. Jesse specializes in providing financial planning, pension consulting, and portfolio management services to high net worth individuals, charitable organizations, and businesses.

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ADVISOR BIO

Jesse Hobby is a registered Investment Advisor Representative with Allworth Financial, LP. Jesse is based in Folsom, CA and has been in the industry since July 2021. Jesse's previous employment history includes American Airlines.

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