Jesse YoungCRD Number: 5550829
Current Firm: U.s. Bancorp Investments, Inc.
Jesse Young (CRD# 5550829) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Greenwood Village, CO and has over 9 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|U.s. Bancorp Investments, Inc.||Greenwood Village, CO||Jan 2016 - Current||1|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Jan 2016||1|
|Morgan Stanley Smith Barney||Denver, CO||Jul 2011 - Jan 2016||4|
|Wachovia Securities||Evergreen, CO||Jun 2008 - Jul 2011||3|
|Elk Summit International Services, LLC||Conifer, CO||Apr 2008 - Jun 2008||< 1|
|Unemployed||Conifer, CO||Feb 2008 - Apr 2008||< 1|
|Siteacuity, LLC||Summit, NJ||May 2007 - Jan 2008||< 1|
|Elk Summit International Services, LLC||Conifer, CO||Aug 2001 - Apr 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2008|
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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