Esi Financial Advisors
Esi Financial Advisors (CRD# 265) is a financial advisory firm headquartered in Montpelier, VT. They manage $2,124,751,345 in 11,558 accounts and serve the financial needs of clients across 46 states (or territories).
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Total Assets Under Management2,125MILLION
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
David Jackson (CRD# 3130506) is an Investment Advisor Representative working at Esi Financial Advisors in Roanoke, VA and has over 22 years of experience in the finance industry.
David Jacowitz (CRD# 4337935) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 23 years of experience in the finance industry.
Kalyan Jampala (CRD# 6409964) is an Investment Advisor Representative working at Esi Financial Advisors in Media, PA and has over 9 years of experience in the finance industry.
Jason Jeffers (CRD# 3020016) is an Investment Advisor Representative working at Esi Financial Advisors in Rowley, MA and has over 26 years of experience in the finance industry.
Loren Jenson (CRD# 4374367) is an Investment Advisor Representative working at Esi Financial Advisors in Montpelier, VT and has over 22 years of experience in the finance industry.
Thomas Kasprzak (CRD# 2550791) is an Investment Advisor Representative working at Esi Financial Advisors in Colchester, VT and has over 25 years of experience in the finance industry.
Rodney Kee (CRD# 4387675) is an Investment Advisor Representative working at Esi Financial Advisors in Wichita Falls, TX and has over 22 years of experience in the finance industry.
Professional
Bill has worked in Business Administration and Healthcare Services industries since 1990. He entered into the Financial Advisor Services in 2012. His personal goal is to become a lifetime resource for each and every client. Bill joined our Company in 2015 after finding a mutual company and senior advisor group that shared his core beliefs.
Bill provides businesses and families a custom professional approach to create purpose and meaning in their financial security.
Bill rapidly transformed failing organizations into highly successful profit centers. As a Financial Analyst with OrthoLink Physicians Corp, he assisted a Mid-Cap company to go public in 2001. He greatly enhanced seven large orthopedic practices throughout the United States. He brought two separate multi-specialty surgery centers from financial dysfunction to exceed $1.0 Million in net income.
Education and Affiliations
Bill obtained his degree in Biology from Hampden-Sydney College, Hampden-Sydney, VA. He is a Certified Financial Educator.
Registrations
Bill is a Certified Financial Educator and a Registered Representative of Hornor, Townsend & Kent, Inc. with FINRA Series 6, 63, and 65 giving him access to many solutions for his clients' needs. He is Life & Health licensed and securities registered in his home state of Virginia and non-resident states of Arkansas, Florida, Maryland, North Carolina, Ohio, Pennsylvania, Texas and Washington.
Personal
Bill grew up in Roanoke, Virginia. He retired from the United States Army Reserves after 26 years, of which, he served 11 years of active duty in Kansas, Italy, Germany and served on 3 deployments. Bill returned to Virginia in 2004 and has enjoyed raising his family in Hanover County. He is an active member of his local church and enjoys competitive golf, deep sea fishing, and most outdoor family activities.
Matthew Keiss (CRD# 6170334) is an Investment Advisor Representative working at Esi Financial Advisors in Atlanta, GA and has over 11 years of experience in the finance industry.
Andrew Kelen (CRD# 6016252) is an Investment Advisor Representative working at Esi Financial Advisors in Lutherville-Timonium, MD and has over 11 years of experience in the finance industry.