Jesse Ward (CRD# 5654482) is an Investment Advisor Representative working at Lpl Financial LLC in Pocatello, ID and has over 14 years of experience in the finance industry.
CRD# 733613
Arbor Point Advisors
CRD# 4361206
Edward Jones
CRD# 5226639
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Pocatello, ID | Feb 2024 - Current | < 1 |
| Securities America, Inc. | Pocatello, ID | Nov 2020 - Feb 2024 | 3 |
| Arbor Point Advisors | Pocatello, ID | Nov 2020 - Feb 2024 | 3 |
| Kms Financial Services, Inc. | Seattle, WA | May 2019 - Nov 2020 | 1 |
| Wells Fargo Clearing Services, LLC | Nelson, ID | Nov 2016 - May 2019 | 2 |
| Wells Fargo Advisors, LLC | Nelson, ID | Mar 2015 - Nov 2016 | 1 |
| Edward Jones | St Louis, MO | Mar 2009 - Mar 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2009 |
- ID
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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