Madeleine
Jesse

Prodigy Asset Management LLC

CRD#6655980
Investment Advisor
in Omaha, NE

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About this Advisor

Madeleine Jesse is a chartered financial analyst operating in Omaha, Nebraska. Jesse works at Prodigy Asset Management LLC. Throughout their career, Jesse has worked at Stifel, Nicolaus & Company, Inc, Saint Louis University, Schnuck Markets, Inc, Father Flanagan'S Boys' Home, Creighton University and Prodigy Asset Management, LLC. Jesse is registered to work in California, Nebraska and Texas. Prodigy Asset Management LLC is a financial advisory firm based out of Omaha, NE. It manages $3 billion in assets among its 264 client accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 21 charities and foundations. Of its 264 accounts, 49% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Prodigy Asset Management LLC performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules usually vary depending on the financial services offered. Fees billed by Prodigy Asset Management LLC typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

13710 Fnb Parkway, Suite 205
Omaha, NE 68154

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Prodigy Asset Management LLC Brokerage Details

Total Assets Under Management

$3,393,279,476

NE Average: $1,978,216,465
Total Number of Employees

9

NE Average: 226
Total Number of Accounts

264

NE Average: 7,467
Average Account Size

$12,853,331

NE Average: $264,928

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Madeleine Jesse Work History

Madeleine has been registered as a financial advisor for 0 years.*

2018 - Present (6 years)

Prodigy Asset Management, LLC

2018 - 2021 (3 years)

Father Flanagan'S Boys' Home

2017 - 2018 (1 year)

Creighton University

2016 - 2017 (1 year)

Stifel, Nicolaus & Company, Inc

2015 - 2015 (< 1 year)

Schnuck Markets, Inc

2014 - 2016 (2 years)

Saint Louis University

2012 - 2016 (4 years)

Saint Louis University

*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 Madeleine Jesse 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 Prodigy Asset Management LLC

Madeleine Jesse
Omaha, NE
Todd Trautman
Omaha, NE
Philip Ruden
Omaha, NE
Michael Eglseder
Omaha, NE

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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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