Jesse
Colgan
Founders Financial Securities LLC
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About this Advisor
Jesse Colgan is a financial advisor who works out of West Chester, Pennsylvania who has 1 year of industry experience. Colgan is an advisor for Founders Financial Securities LLC. Throughout their career, Colgan has worked at Guided Wealth Management, Martin & Company, Snyders-Lane, Inc, Bay City Seafood, Inc, Founders Financial Securities LLC and Next Financial Group, Inc. Colgan has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Founders Financial Securities LLC is a registered investment company operating out of Towson, MD. The firm has offices in 63 locations and a total of 138 people on staff. It handles $2 billion in assets under management among its 16,137 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 25 charitable organizations. Of its 16,137 client accounts, just 9% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. Fee types billed by Founders Financial Securities LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Founders Financial Securities LLC Brokerage Details
$2,272,682,543
138
16,137
$140,837
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jesse Colgan Work History
Jesse has been registered as a financial advisor for 1 years.*
Founders Financial Securities LLC
Guided Wealth Management
Next Financial Group, Inc
Martin & Company
Snyders-Lane, Inc
Bay City Seafood, 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 Colgan 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 Founders Financial Securities, LLC
Towson, MD
Finksburg, MD
Delaware, OK
Brighton, MI
Newark, DE
Anderson, IN
Martinsburg, WV
Brighton, MI
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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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.
