Jesse Sheley, financial advisor Grand Junction CO
89 score

Jesse Sheley

CRD Number: 6307483
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jesse Sheley (CRD# 6307483) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grand Junction, CO and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Grand Junction, CO Jun 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Junction, CO Feb 2014 - Current 2
Western Rockies Federal Credit Union Grand Junction, CO Feb 2013 - Feb 2014 1
Dickinson Financial Corporation/academy Bank Grand Junction, CO Jan 2013 - Feb 2013 < 1
Public Service Credit Union Greeley, CO Nov 2011 - Jan 2013 1
Three Rivers Outfitters And Resort Gunnison, CO May 2010 - Nov 2011 1
Western State College Bookstore Gunnison, CO May 2009 - May 2011 2
Western State College Of Colorado Gunnison, CO Aug 2007 - May 2011 3
Sun Sports Unlimited Gunnison, CO Feb 2008 - May 2008 < 1
Central High School Grand Junction, CO Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Jesse L. Sheley
Phone Number: 800-637-7455
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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