Jesse Waters Email and Phone Number
Jesse Waters work email
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Jesse Waters personal email
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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.
Lpl Financial
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Financial ConsultantLpl Financial Nov 2021 - PresentSan Diego, Ca, UsJesse Waters personalizes clients’ financial plans with the goal of optimize families’ wealth for growth, tax efficiency, and risk. Jesse’s financial advisory services:Investment ManagementWealth PlanningTax Minimization StrategiesLife InsurancePrior to becoming a financial advisor, Jesse spent over 20 years working with portfolio managers and banks to provide technology and data solutions to power their strategies. Jesse resides in San Mateo Highlands with his wife and two children after spending much of his career in New York City.
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Investment AdvisorCetera Advisor Networks Llc Jun 2021 - Nov 2021El Segundo, Ca, UsJesse Waters personalizes clients’ financial plans with the goal of growing and preserving wealth, striving to minimize fees and taxes. He actively works with clients to capitalize on opportunities while managing risks to help them reach their financial goals. Jesse’s financial advisory services: Investment management401k roll-over529 plans/College SavingsRoth conversionsInherited IRA'sLife InsuranceTax ManagementWealth/Estate planningPrior to becoming a financial advisor, Jesse spent over 20 years working with portfolio managers and banks to provide technology and data solutions to power their strategies. Jesse resides in San Mateo Highlands with his wife and two children after spending much of his career in New York City. -
Financial Advisor With Voya Financial AdvisorsVoya Financial Mar 2019 - Jun 2021New York, Ny, Us -
Financial AdvisorMerrill Lynch Wealth Management Nov 2016 - Mar 2019New York, Ny, Us -
Account ManagementOracle Mar 2015 - Oct 2016Austin, Texas, UsManage Relationships with Financial Firms for Oracle's Business Intelligence Solutions. -
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Business DevelopmentFitch Solutions Feb 2006 - Jun 2010London, GbManaged Relationships with Assets Managers, Banks, Insurance Companies, and Hedge Funds for Fitch Solutions credit data and analytics. -
Account Relationship ManagerThomson Reuters Jan 1995 - Jan 2006Toronto, On, CaManaged relationships with Asset Managers, Banks, Hedge Funds and Wealth managers for Reuters financial data and technology services.
Jesse Waters Skills
Jesse Waters Education Details
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University Of VermontEconomics
Frequently Asked Questions about Jesse Waters
What company does Jesse Waters work for?
Jesse Waters works for Lpl Financial
What is Jesse Waters's role at the current company?
Jesse Waters's current role is Financial Advisor | Helping to optimize families’ wealth for growth, tax efficiency, and risk.
What is Jesse Waters's email address?
Jesse Waters's email address is je****@****oya.com
What schools did Jesse Waters attend?
Jesse Waters attended University Of Vermont.
What skills is Jesse Waters known for?
Jesse Waters has skills like Financial Advisory, Portfolio Analysis, Business Intelligence, Data Analytics, Big Data, Financial Markets, Saas, Business Development, Hedge Funds, Account Management, Negotiation, Social Selling.
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