Jesse Boles, financial advisor Somerville NJ
93 score

Jesse Boles

CRD Number: 5432744
Current Firm: Wells Fargo Advisors, LLC

Jesse Boles (CRD# 5432744) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Somerville, NJ and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Holmdel, NJ Jan 2014 - Current 2
Wells Fargo Bank Na Holmdel, NJ Dec 2013 - Current 3
Pnc Investments Eatontown, NJ Sep 2012 - Dec 2013 1
Unemployed Tipton Falls, NJ Sep 2011 - Sep 2012 1
Merrill Lynch, Pierce, Fenner, Smith Pennington, NJ Jan 2011 - Sep 2011 < 1
Bank Of America Na Pennington, NJ Jan 2011 - Sep 2011 < 1
Adp Broker-dealer, Inc. Florham Park, NJ Oct 2010 - Jan 2011 < 1
Adp Broker-dealer, Inc. Florham Park, NJ Oct 2010 - Jan 2011 < 1
Unemployed Unemployed, NJ Aug 2010 - Sep 2010 < 1
Ubs Financial Services Inc. Jersey City, NJ Aug 2009 - Jul 2010 < 1
Ubs Financial Services Inc. Jersey City, NJ Aug 2009 - Jul 2010 < 1
Ubs Financial Services Inc. Weehawken, NJ May 2008 - Aug 2009 1
Ubs Financial Services Inc. Weehawken, NJ May 2008 - Aug 2009 1
Minnesota Life Insurance Co St. Paul, MN Nov 2007 - Apr 2008 < 1
Securian Financial Services, Inc. St. Paul, MN Nov 2007 - Apr 2008 < 1
Langdon Ford Financial Parsippany, NJ Nov 2007 - Apr 2008 < 1
Langdon Ford Financial Parsippany, NJ Nov 2007 - Apr 2008 < 1
Securian Financial Services, Inc. St. Paul, MN Nov 2007 - Apr 2008 < 1
Minnesota Life Insurance Co St. Paul, MN Nov 2007 - Apr 2008 < 1
Clinton Acura Clinton, NJ Jun 2007 - Oct 2007 < 1
Clinton Acura Clinton, NJ May 2007 - Aug 2007 < 1
Itta's Antiques & Jewelry Warren, NJ Mar 2007 - Jun 2007 < 1
Itta's Antiques &amp; Jewelry Warren, NJ Mar 2007 - Jun 2007 < 1
West End Chrysler Rahway, NJ Jan 2005 - Feb 2007 2
West End Chrysler Rahway, NJ Jan 2005 - Feb 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2009
Contact Info for Jesse R. Boles
Phone Number: 314-875-3000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
93
Clean Record
This advisor has a clean track record with regulators.

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