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Jesse Jonathan Steele

ETESIAN WEALTH ADVISORS, INC.·WEST LINN, Oregon
Clean recordETESIAN WEALTH ADVISORS, INC.
1969 WILLAMETTE FALLS DRIVE, #200, WEST LINN, OR 97068CRD# 6864049Firm CRD# 152127

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jesse Jonathan Steele · WEST LINN, OR
Registration
CRD #6864049 · ETESIAN WEALTH ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jesse Jonathan Steele is a registered financial advisor based in WEST LINN, Oregon, affiliated with ETESIAN WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ETESIAN WEALTH ADVISORS, INC.
ETESIAN WEALTH ADVISORS, INC.
AUM
$285M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ETESIAN WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6864049
Firm CRD# 152127
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jesse Jonathan Steele offer?
Jesse Jonathan Steele specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST LINN, Oregon for a consultation.
What are Jesse Jonathan Steele's credentials?
Jesse Jonathan Steele is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jesse Jonathan Steele located?
Jesse Jonathan Steele is based in WEST LINN, Oregon, working with ETESIAN WEALTH ADVISORS, INC.. Their office serves clients in the WEST LINN metropolitan area and surrounding communities.
How does Jesse Jonathan Steele charge for services?
Jesse Jonathan Steele'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 ETESIAN WEALTH ADVISORS, INC.?
ETESIAN WEALTH ADVISORS, INC. has approximately 6 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ETESIAN WEALTH ADVISORS, INC.

Barbara Lochrie
WEST LINN, OR
Benjamin W Wright
WEST LINN, OR
Stanley Clayton Lochrie
WEST LINN, OR

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)JACKSONVILLE (11)GRANTS PASS (11)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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