Jesse Dietz, financial advisor Houston TX

Jesse Dietz

CRD Number: 1956042
Current Firm: Retirement Planners Of Texas

Jesse Dietz (CRD# 1956042) is an Investment Advisor Representative working at Retirement Planners Of Texas in Houston, TX and has over 24 years of experience in the finance industry. Jesse Dietz 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.

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Professional Designations
Company Name Location Dates Years
Gibbs Wealth Management, LLC Houston, TX Dec 2023 - Current < 1
Retirement Planners Of Texas, LLC Pearland, TX Jan 2014 - Current 10
Wealth Mentors, LLC Pearland, TX Feb 2013 - Oct 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2000
S65 NASAA Investment Advisors Law Examination Feb 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jesse L. Dietz
Phone Number: (832) 915-2700
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $105,965
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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