Jesse Babich (CRD# 4493074) is an Investment Advisor Representative working at Efs Advisors in Cambridge, MN and has over 21 years of experience in the finance industry.
CRD# 1873767
Ameriprise Financial Services, LLC
CRD# 5440869
Gradient Advisors, LLC
CRD# 2405148
Sagepoint Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advanced Advisor Group, LLC | Hibbing, MN | Apr 2010 - Current | 13 |
| Jb Rental Properties | Hibbing, MN | Mar 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MN
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Total Assets Under Management1,715MILLIONS
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Total Number of Accounts26,921ACCOUNTS
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Average Account Value$63,708
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OR, SD, TN, TX, VA, WA, WI
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