Jesse Hauptrief (CRD# 844345) is an Investment Advisor Representative working at Mcelhenny Sheffield Capital Management, LLC in Dallas, TX and has over 40 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcelhenny Sheffield Capital Management, LLC | Dallas, TX | May 2017 - Current | 6 |
| Resource Wealth Management | Mckinney, TX | Feb 2011 - Current | 13 |
| Proequities Inc. | Melissa, TX | Nov 2014 - Jun 2015 | < 1 |
| Coppell Advisory Solutions | Mckinney, TX | Nov 2014 - Nov 2014 | < 1 |
| Proequities, Inc. | Melissa, TX | Sep 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1984 |
- TX
-
Total Assets Under Management419MILLIONS
-
Total Number of Accounts1,484ACCOUNTS
-
Average Account Value$282,603
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
TX
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