Jesse Navarrete, financial advisor Greenville NC

Jesse Navarrete

CRD Number: 6596556
Current Firm: Excel Wealth Management, LLC

Jesse Navarrete (CRD# 6596556) is an Investment Advisor Representative working at Excel Wealth Management, LLC in Greenville, NC and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Make It Easy Financial Greenville, NC Oct 2021 - Current 2
Excel Wealth Management, LLC Greenville, NC Sep 2021 - Current 2
Cahaba Safeguard Administrators LLC Greenville, NC Oct 2018 - Current 5
Unemployed Greenville, NC Jun 2018 - Oct 2018 < 1
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Scott, Stackrow & Company Latham, NY Jan 2017 - Jan 2018 1
Foresters Financial Latham, NY May 2016 - Jan 2017 < 1
Hartwick College Oneonta, NY Sep 2012 - Jun 2016 3
Mechanicville Schools Mechanicville, NY Sep 1999 - Jun 2016 16
Axa Advisors Clifton Park, NY Dec 2015 - Jan 2016 < 1
Peddlers Bistro Clifton Park, NY Dec 2015 - Jan 2016 < 1
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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2016
S65 NASAA Investment Advisors Law Examination Aug 2021
Contact Info for Jesse R. Navarrete
Phone Number: (888) 929-9920
Firm Website:
Registered State(s):
  • NC
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
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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