Jesse Psinas (CRD# 7466785) is an Investment Advisor Representative working at 210 Financial in Morton, IL and has over 2 years of experience in the finance industry.
CRD# 2736425
Milestone Advisory Group, LLC
CRD# 4206534
Lpl Financial LLC
CRD# 6768270
David Vaughan Investments, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ae Wealth Management | Topeka, KS | Nov 2021 - Current | 2 |
| 210 Financial | Morton, IL | Apr 2021 - Current | 3 |
| Premier Dealer Services | Dublin, OH | Jul 2018 - Current | 5 |
| Mid-illini Auto Center | North Pekii, IL | May 2019 - Apr 2020 | < 1 |
| Unemployed | Morton, IL | Apr 2018 - Jul 2018 | < 1 |
| Extreme Motors/o'brien Auto Group | Bloomington, IL | Jul 2016 - Apr 2018 | 1 |
| Sam Lemon Auto Group | Morton, IL | Jul 2015 - Jul 2016 | 1 |
| Jm Family Enterprises/jm & A Group | Deerfield Beach, FL | Jan 2012 - Apr 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- IL
-
Total Assets Under Management117MILLIONS
-
Total Number of Accounts547ACCOUNTS
-
Average Account Value$213,585
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
IA, IL, TN, TX
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