Jesse Maggio (CRD# 6017154) is an Investment Advisor Representative working at Mariner Wealth in Highlands Ranch, CO and has over 11 years of experience in the finance industry. Jesse Maggio 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# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Wealth Advisors | Highlands Ranch, CO | Dec 2018 - Current | 5 |
| Msec, LLC | Overland Park, KS | Feb 2018 - Jun 2023 | 5 |
| Kummer Financial Strategies, LLC | Highlands Ranch, CO | Feb 2018 - Dec 2018 | < 1 |
| Key Investment Services | Highlands Ranch, CO | Jul 2016 - Jan 2018 | 1 |
| Key Bank | Highlands Ranch, CO | May 2016 - Jan 2018 | 1 |
| Wells Fargo Advisors, LLC | Denver, CO | Mar 2015 - May 2016 | 1 |
| Wells Fargo Bank, Na | Denver, CO | Feb 2015 - May 2016 | 1 |
| U.s. Bank | Denver, CO | May 2013 - Feb 2015 | 1 |
| U.s. Bancorp Investments, Inc. | Denver, CO | May 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2013 |
- CO
- WA
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Total Assets Under Management81,107MILLIONS
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Total Number of Accounts132,567ACCOUNTS
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Average Account Value$611,818
- 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
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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