Jesse Pantano, financial advisor Princeton NJ
96 score

Jesse Pantano

CRD Number: 4633125
Current Firm: Blackrock Investment Management, LLC

Jesse Pantano (CRD# 4633125) is an Investment Advisor Representative working at Blackrock Investment Management, LLC in Princeton, NJ and has over 15 years of experience in the finance industry. Jesse Pantano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Blackrock Investments, LLC Princeton, NJ Apr 2017 - Current 1
Blackrock Princeton, NJ Apr 2017 - Current 1
Tdameritrade Inc. Radnor, PA Feb 2009 - Apr 2017 8
American Express Financial Advisors West Chester, PA Feb 2003 - Feb 2009 6
Ids Life Insurance Company West Chester, PA Feb 2003 - Feb 2009 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2003
Contact Info for Jesse J. Pantano
Phone Number: 609-282-2000
Firm Website: http://www.blackrock.com
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    227,050
    MILLIONS
  • Total Number of Accounts
    34,323
    ACCOUNTS
  • Average Account Value
    $6,615,089
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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