Jesse DeasonCRD Number: 6595583
Current Firm: Serene Wealth Planning, LLC
Jesse Deason (CRD# 6595583) is an Investment Advisor Representative working at Serene Wealth Planning, LLC in Everett, WA and has over 6 years of experience in the finance industry. Jesse Deason 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.
Wyatt Wealth Management
Sitka Pacific Capital Management, LLC
Thrivent Investment Management Inc.
|Serene Divorce Planning LLC||Everett, WA||Jun 2021 - Current||< 1|
|Serene Wealth Planning, LLC||Everett, WA||Sep 2019 - Current||2|
|Hdr Engineering Inc.||Everett, WA||Oct 2019 - Jun 2021||1|
|Madrona Financial Services, LLC||Everett, WA||Nov 2018 - Sep 2019||< 1|
|Finn Street Financial, LLC||Everett, WA||Jul 2017 - Nov 2018||1|
|Mcdevitt & Duffy Cpas||Edmonds, WA||Feb 2018 - Jun 2018||< 1|
|Hdr Engineering Inc.||Seattle, WA||Jan 2013 - Feb 2018||5|
|Us Army Corps Of Engineers||Alexandria, VA||Jun 2010 - Jan 2013||2|
|Peacock Cafe||Washington, DC||Oct 2010 - May 2012||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2015|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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