Walter Jessee (CRD# 6647549) is an Investment Advisor Representative working at Impact Financial, LLC in Henrico, VA and has over 7 years of experience in the finance industry. Walter Jessee 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.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Impact Financial, LLC | Henrico, VA | Aug 2022 - Current | 1 |
| Taylor Hoffman Wealth Management, LLC | Richmond, VA | Sep 2018 - Nov 2022 | 4 |
| Morgan Stanley | Charlottesville, VA | Jun 2017 - Sep 2018 | 1 |
| Morgan Stanley | Richmond, VA | Jun 2016 - Jun 2017 | 1 |
| Tolleson Wealth Management | Dallas, TX | Jul 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2016 |
- TX
- VA
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts104ACCOUNTS
-
Average Account Value$164,182
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
TX, VA
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