Jesse Christensen, financial advisor Lake Worth FL
93 score

Jesse Christensen

CRD Number: 5540080
Current Firm: Cherry Lane Capital LLC

Jesse Christensen (CRD# 5540080) is an Investment Advisor Representative working at Cherry Lane Capital LLC in Lake Worth, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Cherry Lane Capital LLC 6266 Old Medinah Circle, Lake Worth, FL Aug 2017 - Current < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 3
Morgan Stanley Smith Barney New York, NY Aug 2011 - Current 6
Fidelity Investments New York City, NY Dec 2009 - Aug 2011 1
Fidelity Investments New York, NY Dec 2009 - Jul 2011 1
Syracuse University Syracuse, NY Aug 2007 - Sep 2009 2
Syracuse University Syracuse, NY Sep 2005 - Sep 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2011
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Jesse D. Christensen
Phone Number: 561-570-2560
Registered State(s):
  • CT
  • NJ
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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

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