Jesse
Steele
Etesian Wealth Advisors, Inc
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About this Advisor
Jesse Steele is a financial advisor based in West Linn, Oregon with 6 years of industry experience. Steele is an advisor for Etesian Wealth Advisors, Inc. Steele has gained experience at Etesian Wealth Advisors, Gand Del Mar and L'Auberge Del Mar. Steele holds a Series 65 license, certifying them as an investment advisor representative, and is able to work in California, Oregon and Washington. Etesian Wealth Advisors, Inc is a financial advisory firm that has its headquarters in West Linn, OR. It has a total of six advisors. It handles $258 million in total assets among its 344 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 344 customer accounts, 33% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely vary depending on which services the firm provides the client. Fee types billed by Etesian Wealth Advisors, Inc can consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Etesian Wealth Advisors, Inc Brokerage Details
$258,408,400
6
344
$751,187
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jesse Steele Work History
Jesse has been registered as a financial advisor for 6 years.*
Etesian Wealth Advisors
L'Auberge Del Mar
Gand Del Mar
*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 Steele 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 Etesian Wealth Advisors, Inc
West Linn, OR
West Linn, OR
West Linn, OR
West Linn, OR
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