Unclaimed Profile

Harold William Jesse

SPANOS BARBER JESSE & CO., LLC·WALNUT CREEK, California

Clean recordSPANOS BARBER JESSE & CO., LLC

2001 NORTH MAIN STREET, WALNUT CREEK, CA 94596CRD# 1971411Firm CRD# 293841

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Harold William Jesse · WALNUT CREEK, CA

Registration

CRD #1971411 · SPANOS BARBER JESSE & CO., LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Harold William Jesse is a registered financial advisor based in WALNUT CREEK, California, affiliated with SPANOS BARBER JESSE & CO., LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SPANOS BARBER JESSE & CO., LLC

SBJ CAPITAL

AUM

$616M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SPANOS BARBER JESSE & CO., LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 1971411

Firm CRD# 293841

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Harold William Jesse offer?

Harold William Jesse specializes in Retirement Planning. Contact their office in WALNUT CREEK, California for a consultation.

What are Harold William Jesse's credentials?

Harold William Jesse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Harold William Jesse located?

Harold William Jesse is based in WALNUT CREEK, California, working with SPANOS BARBER JESSE & CO., LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.

How does Harold William Jesse charge for services?

Harold William Jesse's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPANOS BARBER JESSE & CO., LLC?

SPANOS BARBER JESSE & CO., LLC has approximately 15 employees and manages $616M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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