I help families optimize their wealth for growth, tax efficiency, and risk.I started my career trading bonds on Wall Street and then spent over 20 years working with portfolio managers and analysts to provide technology and data solutions to power their strategies. In becoming a financial advisor, I now use that knowledge to help clients make informed decisions about their wealth and help define their financial future. My career as a financial advisor started at Merrill Lynch in their Palo Alto office. I then transitioned to become an independent advisor at LPL Financial.I have a bachelor's degree in economics from the University of Vermont and received a personal investment advisor certification from Merrill Lynch. I currently hold Series 7 and 66 securities licenses through LPL Financial as well as Life, Health and Variable Annuity Insurance licenses in California. I continue to keep up to date on current tax changes and strategies through ongoing courses and seminars.If you want to learn more about me and my services go to jessewatersfinancial.com.Email me at: jesse.waters@lpl.com Jesse Waters is a Financial Consultant with and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.CA Insurance Lic. #0L76858.
Listed skills include Financial Advisory, Portfolio Analysis, Business Intelligence, Data Analytics, and 17 others.
