Jesse Knudson, financial advisor Sacramento CA
96 score

Jesse Knudson

CRD Number: 5502130
Current Firm: Nationwide Securities, LLC

Jesse Knudson (CRD# 5502130) is an Investment Advisor Representative working at Nationwide Securities, LLC in Sacramento, CA and has over 7 years of experience in the finance industry. Jesse Knudson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Nationwide Securities, LLC Columbus, OH Aug 2014 - Current 2
Nationwide Securities, LLC Dublin, OH Jul 2014 - Current 2
Fifth Third Securities Hilliard, OH Jan 2014 - Jul 2014 < 1
Nationwide Securities Inc. Dublin, OH Mar 2008 - Jan 2014 5
Nationwide Financial Network Dublin, OH Jan 2008 - Jan 2014 6
1717 Capital Mgmt Co Newark, DE Mar 2008 - Aug 2008 < 1
Nationwide Financial Dublin, OH Aug 2007 - Jan 2008 < 1
Spherion Dublin, OH Nov 2006 - Aug 2007 < 1
Clearview Cleaning Columbus, OH Sep 2001 - Jul 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2009
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Jesse M. Knudson
Phone Number: 888-753-7364
Firm Website: http://www.mynfn.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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