Jesse
Navarrete

Excel Wealth Management, LLC

CRD#6596556
Investment Advisor
in Greenville, NC

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About this Advisor

Jesse Navarrete is a financial advisor based out of Greenville, North Carolina who has 1 year of industry experience. Navarrete is currently employed by Excel Wealth Management, LLC. Throughout their career, Navarrete has worked at Mechanicville Schools, Downtown Health And Fitness, Community Justice Outreach Center, Jimmy T'S, Planet Fitness, Axa Advisors, Peddlers Bistro, Foresters Financial, Scott, Stackrow & Company, Cahaba Safeguard Administrators LLC, Excel Wealth Management, LLC, Robert Half, Make It Easy Financial and Hartwick College. Navarrete holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in North Carolina. Excel Wealth Management, LLC is an advisory firm that has its headquarters in Manchester, CT. The company has offices in five locations and a total of 12 advisors. It controls $420 million in assets under management between its 234 accounts, placing it among the bigger firms in the nation by assets under management. Of its 234 customer accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules typically are based on the type of financial services offered. Fees billed by Excel Wealth Management, LLC can consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Greenville, NC

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Excel Wealth Management, LLC Brokerage Details

Total Assets Under Management

$419,472,572

NC Average: $5,297,377,271
Total Number of Employees

12

NC Average: 35
Total Number of Accounts

234

NC Average: 690
Average Account Size

$1,792,618

NC Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Jesse Navarrete Work History

Jesse has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Excel Wealth Management, LLC

2021 - Present (3 years)

Make It Easy Financial

2018 - Present (6 years)

Cahaba Safeguard Administrators LLC

2018 - 2018 (< 1 year)

Robert Half

2017 - 2018 (1 year)

Scott, Stackrow & Company

2016 - 2017 (1 year)

Foresters Financial

2015 - 2015 (< 1 year)

Planet Fitness

2015 - 2016 (1 year)

Axa Advisors

2015 - 2016 (1 year)

Peddlers Bistro

2014 - 2014 (< 1 year)

Downtown Health And Fitness

2014 - 2014 (< 1 year)

Jimmy T'S

2013 - 2013 (< 1 year)

Community Justice Outreach Center

2012 - 2016 (4 years)

Hartwick College

1999 - 2016 (17 years)

Mechanicville Schools

*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 Navarrete 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 Excel Wealth Management, LLC

Robert Loud
Manchester, CT
Joseph Mcnally
Manchester, CT
Philip Davey
Manchester, CT
Christopher Davey
Manchester, CT
Stephan Davis
New York, NY
Robert Darrow
Lake Mary, FL
Paul Heyman
Manchester, CT
George Morgenroth
Manchester, CT

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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