Unclaimed Profile

Jesse Rogers Clayton

KINGSWELL CAPITAL MANAGEMENT, LLC·NASHVILLE, Tennessee

SIE, Series 7, Series 7TO, Series 63, Series 65, Series 66Clean record30 years registeredKINGSWELL CAPITAL MANAGEMENT, LLC

4015 HILLSBORO PIKE, NASHVILLE, TN 37215CRD# 2640606Firm CRD# 169379

Profile Verification

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

Identity

Jesse Rogers Clayton · NASHVILLE, TN

Registration

CRD #2640606 · KINGSWELL CAPITAL MANAGEMENT, LLC · 30 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Aug 2025 – present

WOODMONT INVESTMENT COUNSEL, LLC

Jul 2012 – Aug 2013

NASHVILLE, TN

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Apr 1996 – Jan 2005

NASHVILLE, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 65

Series 66

Registration record

First registered · April 25, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Introduction

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Frequently Asked Questions

What services does Jesse Rogers Clayton offer?

Jesse Rogers Clayton is a registered financial advisor in NASHVILLE, Tennessee. Contact their office for details on services offered.

What are Jesse Rogers Clayton's credentials?

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

Where is Jesse Rogers Clayton located?

Jesse Rogers Clayton is based in NASHVILLE, Tennessee, working with KINGSWELL CAPITAL MANAGEMENT, LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.

How large is KINGSWELL CAPITAL MANAGEMENT, LLC?

KINGSWELL CAPITAL MANAGEMENT, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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