Jesse Warren, financial advisor Toccoa GA
90 score

Jesse Warren

CRD Number: 5968750
Current Firm: Cetera Investment Advisers LLC

Jesse Warren (CRD# 5968750) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Toccoa, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Cornelia, GA Jan 2014 - Current 2
Cetera Investment Services LLC St Cloud, MN Dec 2013 - Current 3
Regions Bank Cornelia, GA Nov 2013 - Current 3
Edward Jones St Louis, MO Aug 2011 - Nov 2013 2
Geico Insurance/steve Sprague West Palm Beach, FL Jul 2008 - Jul 2011 3
United States Marine Corps Reserve Marietta, GA May 2004 - May 2010 6
University Of Georgia Athens, GA Jan 2005 - Dec 2007 2
United Parcel Service (ups) Athens, GA Nov 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Jesse C. Warren
Phone Number: 888-528-2987
Registered State(s):
  • GA
  • NC
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
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
  • 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
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
90
Clean Record
This advisor has a clean track record with regulators.

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