Jesse Ettlin (CRD# 6615257) is an Investment Advisor Representative working at Lpl Financial LLC in Grass Valley, CA and has over 8 years of experience in the finance industry.
CRD# 2579690
Ameriprise Financial Services, LLC
CRD# 5569353
Raymond James Financial Services Advisors, Inc.
CRD# 2805941
Independent Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Grass Valley, CA | Mar 2023 - Current | 1 |
| Mariner Independent Advisor Network, LLC | Sacramento, CA | Mar 2023 - Current | 1 |
| Edward Jones | Penn Valley, CA | Mar 2016 - Mar 2023 | 7 |
| Nevada Irrigation District | Grass Valley, CA | Mar 2014 - Feb 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- CA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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