Unclaimed Profile

Jesse James Giordano

OPAL WEALTH ADVISORS, LLC·JERICHO, New York

SIE, Series 7, Series 66CFPClean record22 years registeredOPAL WEALTH ADVISORS, LLC

2 JERICHO PLAZA, JERICHO, NY 11753CRD# 4763193Firm CRD# 289759

Profile Verification

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

Identity

Jesse James Giordano · JERICHO, NY

Registration

CRD #4763193 · OPAL WEALTH ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

OPAL WEALTH ADVISORS, LLC

Jan 2019 – present

PURSHE KAPLAN STERLING INVESTMENTS

Jan 2019 – present

MORGAN STANLEY

Oct 2009 – Jan 2019

GREAT NECK, NY

CITIGROUP GLOBAL MARKETS INC.

May 2007 – Nov 2009

GLEN HEAD, NY

CITICORP INVESTMENT SERVICES

Sep 2004 – May 2007

GLEN HEAD, NY

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Apr 2004 – Aug 2004

GARDEN CITY, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 21, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OPAL WEALTH ADVISORS, LLC

CRD 289759 · SEC 801-114223

AUM

$826M

Regulatory assets under management

Employees

1,883 client accounts

Services offered by OPAL WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at OPAL WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jesse James Giordano offer?

Jesse James Giordano specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in JERICHO, New York for a consultation.

What are Jesse James Giordano's credentials?

Jesse James Giordano holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jesse James Giordano located?

Jesse James Giordano is based in JERICHO, New York, working with OPAL WEALTH ADVISORS, LLC. Their office serves clients in the JERICHO metropolitan area and surrounding communities.

How does Jesse James Giordano charge for services?

Jesse James Giordano's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OPAL WEALTH ADVISORS, LLC?

OPAL WEALTH ADVISORS, LLC has approximately 16 employees and manages $826M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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