Jesse J. Dean
Professional summary
Jesse Joseph Dean SR, who also goes by Jesse Joseph Dean, is a registered financial advisor currently at VANTAGE POINT WEALTH MANAGEMENT, LLC located in Saratoga Springs, Utah.
Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Jesse has worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jesse Joseph Dean SR's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 13, 2012 - Present
VANTAGE POINT WEALTH MANAGEMENT, LLC
November 13, 2003 - March 2, 2006
HORNOR, TOWNSEND & KENT, LLC
April 10, 1997 - October 3, 2003
WALL STREET FINANCIAL GROUP, INC.
March 20, 1997 - March 27, 1997
SII INVESTMENTS, INC.
October 31, 1995 - March 25, 1997
SECURITIES SERVICE NETWORK, LLC
April 14, 1994 - November 2, 1995
SECURITIES AMERICA, INC.
May 26, 1992 - April 18, 1994
EQUITY SERVICES, INC.
February 8, 1983 - October 27, 1986
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
February 8, 1983 - October 29, 1986
EQUITABLE ADVISORS, LLC
November 24, 1982 - February 24, 1983
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/13/2012)
Exams
Current Firm
VANTAGE POINT WEALTH MANAGEMENT, LLC
CRD#: 161166 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 24 |
| AUM (Assets Under Management) | $ 7,701,168 |
Red Flags
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