Jesse
Babich

Efs Advisors

CRD#4493074
Investment Advisor
in Cambridge, MN

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About this Advisor

Jesse Babich is a financial advisor who works out of Cambridge, Minnesota with a total of 9 years of relevant experience. Babich is an advisor for Efs Advisors. During their career, the advisor has held roles at Advanced Advisor Group, LLC and Jb Rental Properties. Babich holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and can operate in Minnesota. Efs Advisors is an advisory firm that has its headquarters in Cambridge, MN. It has offices in 31 locations and a total of 55 advisors. It oversees $2 billion in total assets among its 26,921 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Financial advisory fees largely vary depending on which services the firm provides the client. However, fees charged by Efs Advisors may include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1995 East Rum River Drive S
Cambridge, MN 55008

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Efs Advisors Brokerage Details

Total Assets Under Management

$1,715,092,035

MN Average: $5,289,111,388
Total Number of Employees

55

MN Average: 157
Total Number of Accounts

26,921

MN Average: 8,262
Average Account Size

$63,708

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jesse Babich Work History

Jesse has been registered as a financial advisor for 9 years.*

2010 - Present (14 years)

Advanced Advisor Group, LLC

2005 - Present (19 years)

Jb Rental Properties

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jesse Babich 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 Efs Advisors

Jay Higgins
Cambridge, MN
Michael Erickson
Eden Prairie, MN
Adellmarie Hargreaves
Maple Grove, MN
Alex Rootes
Minneapolis, MN
Zachary Wright
Cambridge, MN
Lindsey Egan
Eugene, OR
Samuel Mazuk
Mount Vernon, IA
Christopher Williams
Eagle Lake, MN

The content in this profile was updated by SmartAsset on 4/16/2023. 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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