Jesse Christensen (CRD# 5540080) is an Investment Advisor Representative working at Newedge Advisors in New York, NY and has over 13 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newedge Advisors, LLC | New Orleans, LA | Feb 2024 - Current | < 1 |
| Cherry Lane Capital LLC | 6266 Old Medinah Circle, Lake Worth, FL | Aug 2017 - Current | 6 |
| Chesapeake Asset Management, LLC | New York, NY | Apr 2022 - Feb 2024 | 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Aug 2017 | 2 |
| Morgan Stanley Smith Barney | New York, NY | Aug 2011 - Aug 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2011 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2011 |
- NY
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Total Assets Under Management18,432MILLIONS
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Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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