Jesse Colgan (CRD# 7028120) is an Investment Advisor Representative working at Founders Financial Securities, LLC in West Chester, PA and has over 3 years of experience in the finance industry.
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6691058
Vanguard Advisers, Inc.
CRD# 5002082
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Founders Financial Securities LLC | Towson, MD | Sep 2022 - Current | 1 |
| Guided Wealth Management | West Chester, PA | Sep 2018 - Current | 5 |
| Next Financial Group, Inc. | Houston, TX | Sep 2020 - Sep 2022 | 2 |
| Martin & Company | Newtown Square, PA | Sep 2017 - Sep 2018 | 1 |
| Snyders-lane, Inc. | Hanover, PA | May 2017 - Sep 2017 | < 1 |
| Unemployed | West Chester, PA | Aug 2016 - May 2017 | < 1 |
| Bay City Seafood, Inc. | Hanover, PA | Jul 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- PA
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Total Assets Under Management2,909MILLIONS
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Total Number of Accounts18,269ACCOUNTS
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Average Account Value$159,230
- A percentage of assets under your management
- Hourly charges
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- Selection of other advisers (including private fund managers)
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