Jesse
Galindo

Redwood Private Wealth

CRD#2168391
Investment Advisor
in Phoenix, AZ

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About this Advisor

Jesse Galindo is a financial advisor based in Phoenix, Arizona, working with Redwood Private Wealth. Jesse has previously held positions at Gradient Securities, LLC, Gradient Advisors, LLC, Mainstreet Financial Strategies, Freedom Equity Group, Avalon Investment & Securities Group, Inc, Main Street Financial Strategies, Wealth Watch Advisors, Rivercity Tax Pros, D.H. Hill Securities, Lllp, Redwood Private Wealth LLC, and Redwood Tax Specialists. Jesse has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Jesse is part of Redwood Private Wealth, which operates out of Phoenix, Arizona. The firm has 14 offices and 61 employees. The firm manages assets totaling $267.6 million and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Redwood Private Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3930 E. Ray Road Suite 155
Phoenix, AZ 85044

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Redwood Private Wealth Brokerage Details

Total Assets Under Management

$267,560,801

AZ Average: $1,555,372,352
Total Number of Employees

61

AZ Average: 37
Total Number of Accounts

1,788

AZ Average: 1,370
Average Account Size

$149,643

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Jesse Galindo Work History

2021 - Present (4 years)

Redwood Private Wealth LLC

2020 - Present (5 years)

Redwood Tax Specialists

2018 - Present (7 years)

Rivercity Tax Pros

2013 - Present (12 years)

Main Street Financial Strategies

2021 - 2021 (< 1 year)

D.H. Hill Securities, Lllp

2018 - 2021 (3 years)

Wealth Watch Advisors

2015 - 2018 (3 years)

Avalon Investment & Securities Group, Inc

2014 - 2014 (< 1 year)

Gradient Securities, LLC

2014 - 2014 (< 1 year)

Gradient Advisors, LLC

2014 - 2014 (< 1 year)

Mainstreet Financial Strategies

2014 - 2015 (1 year)

Freedom Equity Group

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Disclosures

Please visit the SEC profile of Jesse Galindo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Redwood Private Wealth

Bryan Nicolaysen
Highland, NY
William Anderson
Bolton, CT
Randall Boscow
Seattle, WA
Gerald Sheridan
Phoenix, AZ
Jesse Galindo
Phoenix, AZ
Robin Depies
Colorado Springs, CO
Seth Friedman
Phoenix, AZ
Casey Cason
Phoenix, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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