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Harold William Jesse

SPANOS BARBER JESSE & CO., LLC·WALNUT CREEK, California
Unclaimed Profile
2001 NORTH MAIN STREET, WALNUT CREEK, CA 94596CRD# 1971411Firm CRD# 293841
01

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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SPANOS BARBER JESSE & CO., LLC
SBJ CAPITAL
AUM
$616M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at SPANOS BARBER JESSE & CO., LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1971411
Firm CRD# 293841
No disclosures on file
View on FINRA BrokerCheck →

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05

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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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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