Jesse Wideman (CRD# 6779761) is an Investment Advisor Representative working at Facet in Baltimore, MD and has over 6 years of experience in the finance industry. Jesse Wideman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2185673
Cornerstone Advisory
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
Company Name | Location | Dates | Years |
---|---|---|---|
Facet Wealth | Baltimore, MD | Jul 2021 - Current | 2 |
The Vanguard Group | Charlotte, NC | Apr 2017 - Jul 2021 | 4 |
Fleet Parking Management Co | Matthews, NC | Nov 2017 - May 2018 | < 1 |
Belk Distribution Plant | Blythewood, SC | Jan 2017 - Apr 2017 | < 1 |
Staffmark | Columbia, SC | Jan 2017 - Apr 2017 | < 1 |
Ups | Columbia, SC | Dec 2016 - Dec 2016 | < 1 |
Sears Home Services | Columbia, SC | May 2016 - Dec 2016 | < 1 |
Dennis Corporation | Columbia, SC | Apr 2016 - Oct 2016 | < 1 |
University Of South Carolina | Columbia, SC | Aug 2012 - May 2016 | 3 |
Footaction Usa | Columbia, SC | Aug 2014 - Mar 2016 | 1 |
N/a | Columbia, SC | Jul 2013 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2017 |
S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- NC
- TX
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Total Assets Under Management2,545MILLIONS
-
Total Number of Accounts24,977ACCOUNTS
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Average Account Value$101,880
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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