Jesse Deason, financial advisor Everett WA

Jesse Deason

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Jesse F. Deason
Phone Number: 425-903-8188
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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