Jesse Warren, financial advisor Atlanta GA
93 score

Jesse Warren

CRD Number: 5968750
Current Firm: Ifg Advisory, LLC

Jesse Warren (CRD# 5968750) is an Investment Advisor Representative working at Ifg Advisory, LLC in Atlanta, GA and has over 6 years of experience in the finance industry.

Similar Advisors
Alan Thomson, financial advisor Atlanta GA
Alan D. Thomson
CRD# 3020755
Terra Firma Financial LLC
Score
105
Similar Advisors
Kary Brownlee, financial advisor Atlanta GA
Kary N. Brownlee
CRD# 4540792
Independent Financial Partners
Score
103
Similar Advisors
Jason Culp, CFP®, financial advisor Atlanta GA
Jason B. Culp, CFP®
CRD# 4782894
Pragmatic Financial Strategies, Inc.
Score
103
Company Name Location Dates Years
Ifg Advisory, LLC Atlanta, GA Jul 2016 - Current 1
Lpl Financial, LLC Columbia, SC Jul 2016 - Current 1
Cetera Investment Advisers LLC Cornelia, GA Jan 2014 - Jul 2016 2
Cetera Investment Services LLC St Cloud, MN Dec 2013 - Jul 2016 2
Regions Bank Cornelia, GA Nov 2013 - Jul 2016 2
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Jesse C. Warren
Phone Number: 770-353-6317
Firm Website: http://www.cpcllp.com
Registered State(s):
  • GA
  • TX
  • SC
By the Numbers
  • Total Assets Under Management
    1,073
    MILLIONS
  • Total Number of Accounts
    5,604
    ACCOUNTS
  • Average Account Value
    $191,386
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AZ, CA, CT, FL, GA, IL, IN, LA, MA, MD, ME, MI, MO, MS, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Jesse Warren and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.