Jesse Oliva (CRD# 7334685) is an Investment Advisor Representative working at Edward Jones in La Porte, TX and has over 3 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Feb 2021 - Current | 3 |
| State Fare Kitchen And Bar | Houston, TX | Sep 2020 - Nov 2020 | < 1 |
| Unemployed | Houston, TX | Apr 2020 - Sep 2020 | < 1 |
| Houston Independent School District | Houston, TX | Aug 2019 - Mar 2020 | < 1 |
| Public Houst 28 | Atlanta, GA | Jan 2019 - Jun 2019 | < 1 |
| Fulton County Schools | Atlanta, GA | Aug 2016 - Jun 2019 | 2 |
| Waco Isd | Waco, TX | Aug 2014 - Jun 2016 | 1 |
| Sam Houston State Universtiy | Huntsville, TX | Aug 2008 - May 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2021 |
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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