Deborah Jessee, financial advisor Meridian ID

Deborah Jessee

CRD Number: 4269740
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Deborah Jessee (CRD# 4269740) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Meridian, ID and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Berthel Fisher & Company Financial Services, Inc. Boise, ID Dec 2010 - Current 10
Legacy Wealth Consultants, LLC Boise, ID May 2009 - May 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2000
Contact Info for Deborah R. Jessee
Phone Number: 319-447-5700
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    688
    MILLIONS
  • Total Number of Accounts
    3,623
    ACCOUNTS
  • Average Account Value
    $189,889
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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