Jesse Crispe, financial advisor Castle Pines CO

Jesse Crispe

CRD Number: 2562512
Current Firm: Eagle Strategies LLC

Jesse Crispe (CRD# 2562512) is an Investment Advisor Representative working at Eagle Strategies LLC in Castle Pines, CO and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Castle Pines, CO Oct 2022 - Current 1
Nylife Securities Inc. Denver, CO Nov 1994 - Current 29
New York Life Insurance Denver, CO Oct 1994 - Current 29
Arapahoe Youth League Castle Pines, CO Oct 2015 - Oct 2018 3
Rock Canyon High School Castle Pines, CO Oct 2015 - Mar 2018 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1995
S65 NASAA Investment Advisors Law Examination Oct 2022
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jesse P. Crispe
Phone Number: (888) 695-3245
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    20,358
    MILLIONS
  • Total Number of Accounts
    95,287
    ACCOUNTS
  • Average Account Value
    $213,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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