Jesse
Goins

Salem Investment Counselors Inc

CRD#1956268
Investment Advisor
in Winston Salem, NC

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About this Advisor

Jesse Goins is a financial advisor operating out of Winston Salem, North Carolina with 16 years of relevant experience. Goins is on the advisory team at Salem Investment Counselors Inc. They have spent their entire employment at Salem Investment Counselors Inc. Goins holds Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina. Salem Investment Counselors Inc is a financial advisory firm that has its headquarters in Winston Salem, NC. The company has a total of 20 financial advisors. It administers $3 billion in assets across its 2,704 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves seven charitable organizations. Of its 2,704 client accounts, 48% belong to high-net-worth clients who have at least $1 million in assets available to invest. Salem Investment Counselors Inc offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules are based on which services the firm provides the client. Fees charged by Salem Investment Counselors Inc most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

480 Shepherd Street
Winston Salem, NC 27103

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Salem Investment Counselors Inc Brokerage Details

Total Assets Under Management

$2,995,104,546

NC Average: $3,625,019,099
Total Number of Employees

20

NC Average: 22
Total Number of Accounts

2,704

NC Average: 1,917
Average Account Size

$1,107,657

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Jesse Goins Work History

Jesse has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Salem Investment Counselors, Inc

*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 Goins 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 Salem Investment Counselors Inc

Matthew Simmons
Winston Salem, NC
Jesse Goins
Winston Salem, NC
James Edmundson
Winston Salem, NC
Kristopher Abernethy
Winston Salem, NC
Joseph Mccaffrey
Winston Salem, NC
Kenneth Jones
Winston Salem, NC
Jeffrey Howard
Winston Salem, NC
Dale Brown
Winston Salem, NC

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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