Jesse Crews, financial advisor Jacksonville FL

Jesse Crews

CRD Number: 5012254
Current Firm: Wealth Enhancement Advisory Services, LLC

Jesse Crews (CRD# 5012254) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Jacksonville, FL and has over 18 years of experience in the finance industry. Jesse Crews has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Catherine Stone, financial advisor Jacksonville FL
Catherine L. Stone
CRD# 2725491
Ameriprise Financial Services, LLC
Similar Advisors
Obyda Abushaib, financial advisor Jacksonville FL
Obyda Abushaib
CRD# 6942351
Fidelity Personal And Workplace Advisors
Similar Advisors
Kenneth Ackis, financial advisor Jacksonville FL
Kenneth W. Ackis
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Wealth Enhancement Advisory Services Plymouth, MN Sep 2018 - Current 5
Wealth Enhancement Group Plymouth, MN Sep 2018 - Current 5
Retirement Strategies, Inc. Jacksonville, FL Jan 2012 - Sep 2018 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2006
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Jesse A. Crews
Phone Number: 763-417-1700
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    72,025
    MILLIONS
  • Total Number of Accounts
    154,394
    ACCOUNTS
  • Average Account Value
    $466,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.