Jesse Crews, financial advisor Jacksonville FL

Jesse Crews

CRD Number: 5012254
Current Firm: Wealth Enhancement Advisory Services, LLC

Jesse Crews (CRD# 5012254) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Jacksonville, FL and has over 15 years of experience in the finance industry. Jesse Crews 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
Wealth Enhancement Advisory Services Plymouth, MN Sep 2018 - Current 3
Wealth Enhancement Group Plymouth, MN Sep 2018 - Current 3
Retirement Strategies, Inc. Jacksonville, FL Jan 2012 - Sep 2018 6
Crews Wealth Management, LLC Atlantic Beach, FL Apr 2010 - Jan 2012 1
Raymond James Financial Services Advisors, Inc. Jacksonville, FL Jun 2009 - Jan 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2006
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Jesse A. Crews
Phone Number: 763-417-1700
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    24,264
    MILLIONS
  • Total Number of Accounts
    65,029
    ACCOUNTS
  • Average Account Value
    $373,127
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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