Jesse
Navarrete
Excel Wealth Management, LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Excel Wealth Management, LLC Brokerage Details
$419,472,572
12
234
$1,792,618
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.*
Excel Wealth Management, LLC
Make It Easy Financial
Cahaba Safeguard Administrators LLC
Robert Half
Scott, Stackrow & Company
Foresters Financial
Planet Fitness
Axa Advisors
Peddlers Bistro
Downtown Health And Fitness
Jimmy T'S
Community Justice Outreach Center
Hartwick College
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
Manchester, CT
Manchester, CT
Manchester, CT
Manchester, CT
New York, NY
Lake Mary, FL
Manchester, CT
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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