Jesse L. Dietz
GIBBS WEALTH MANAGEMENT
HOUSTON, TX 77034
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CRD#: 1956042
Professional summary
Jesse Logan Dietz, CFP® is a registered financial advisor currently at GIBBS WEALTH MANAGEMENT, LLC located in Houston, Texas.
Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jesse has worked at 13 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
RETIREMENT PLANNERS OF TX INSURANCE GROUP, INC LOCATED AT 12600 NORTH TEAERWOOD DR, SUITE 120 HOUSTON TX 77034. START DATE: 01/2014, POSITION: FOUNDER & PARTNER. APPROXIMATELY 140 HOURS PER MONTH AND 150-160 HOURS DURING TRADING HOURS. DUTIES: MANAGES THE COMPANY AND SOLICITS INSURANCE PRODUCTS TO CLIENTS.
CRS (Client Relationship Summary) - RIA
Click below to view Jesse Logan Dietz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2011
Experience
Current
December 14, 2023 - Present
GIBBS WEALTH MANAGEMENT, LLC
Office #1: 12600 N Featherwood Drive Ste 120, Houston, TX 77034RIA
CRD#: 281621
HOUSTON, TX
Past
June 11, 2014 - April 1, 2024
RETIREMENT PLANNERS OF TEXAS
RIA
CRD#: 170299
HOUSTON, TX
Past
February 1, 2013 - October 23, 2014
WEALTH MENTORS, LLC
RIA
CRD#: 150591
PEARLAND, TX
Past
September 19, 2012 - February 8, 2013
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
HOUSTON, TX
Past
August 28, 2012 - February 8, 2013
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
HOUSTON, TX
Past
August 12, 2011 - August 27, 2012
MWA FINANCIAL SERVICES INC.
RIA
CRD#: 112630
BAYTOWN, TX
Past
April 15, 2011 - August 27, 2012
MWA FINANCIAL SERVICES INC.
BD
CRD#: 112630
BAYTOWN, TX
Past
February 2, 2009 - April 14, 2011
AMEGY INVESTMENTS, INC.
RIA
CRD#: 120145
BAYTOWN, TX
Past
January 8, 2009 - April 14, 2011
AMEGY INVESTMENTS, INC.
BD
CRD#: 120145
BAYTOWN, TX
Past
March 11, 2008 - January 6, 2009
ZIONS CAPITAL ADVISORS, INC.
RIA
CRD#: 131308
BAYTOWN, TX
Past
April 12, 2007 - April 14, 2011
ZIONS DIRECT, INC.
BD
CRD#: 17776
BAYTOWN, TX
Past
March 2, 2006 - April 16, 2007
INVESTMENT PROFESSIONALS, INC.
BD
CRD#: 30184
HOUSTON, TX
Past
September 23, 2005 - March 1, 2006
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC
RIA
CRD#: 111757
BIRMINGHAM, AL
Past
August 30, 2005 - February 28, 2006
AMSOUTH INVESTMENT SERVICES, INC.
BD
CRD#: 15692
KNOXVILLE, TN
Past
March 26, 2004 - September 19, 2005
LPL FINANCIAL LLC
RIA
CRD#: 6413
ROGERSVILLE, TN
Past
August 9, 2002 - September 19, 2005
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
February 16, 2000 - August 12, 2002
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GW
GIBBS WEALTH MANAGEMENT, LLC
360 WEALTH MANAGEMENT, LLC | WEALTHFUL FINANCIAL GROUP, INC. | TW WEALTH MANAGEMENT | TURNEY WEALTH MANAGEMENT, LLC | TOTAL FINANCIAL WEALTH MANAGEMENT | TEAM N&L WEALTH MANAGEMENT | SYNERGIST PRIVATE WEALTH | SUNCREST WEALTH ADVISORS, LLC | STRATEGIC WEALTH ASSET MANAGEMENT, LLC | SRS WEALTH MANAGEMENT | SMART WEALTH MANAGEMENT | SBC WEALTH MANAGEMENT | ROSE FINANCIAL MANAGEMENT | RETIREMENT PLANNERS OF TEXAS | RETALLICK WEALTH MANAGEMENT | REISING FINANCIAL | PRESERVATION FINANCIAL GROUP | MUNDT WEALTH MANAGEMENT | MTD WEALTH MANAGEMENT | MITCHELL WEALTH MANAGEMENT, LLC | MIPRO WEALTH MANAGEMENT | MESSINA'S WEALTH MANAGEMENT | MARATHON GROUP WEALTH MANAGEMENT | LEGACY GROUP WEALTH MANAGEMENT | LEGACY 360 WEALTH MANAGEMENT, LLC | KNEPP WEALTH MANAGEMENT, LLC | KNEPP WEALTH MANAGEMENT | INVESTSAFE FINANCIAL | INTEGRITY PRIVATE WEALTH, LLC | HYBRID WEALTH MANAGEMENT | HARPER WEALTH MANAGEMENT | GRIMES FINANCIAL GROUP | GREAT LAKES WEALTH MANAGEMENT, LLC | GREAT LAKES WEALTH MANAGEMENT | GRADY GROUP INC. | GIBBS WEALTH MANAGEMENT, LLC | FUTURE FOCUS WEALTH MANAGEMENT | FLYING EAGLE FINANCIAL | FINANCIAL RESOURCES GROUP | FINANCIAL ALLIANCE & INSURANCE SOLUTIONS | FDT WEALTH MANAGEMENT, INC. | FAIRBRIDGE CAPITAL MANAGEMENT | EVERGREEN TEAM WEALTH MANAGEMENT, LLC | DIVERSIFIED WEALTH MANAGEMENT | COSAINT ADVISORS, LLC | CORNERSTONE WEALTH & TAX ADVISORY GROUP | COMPASS WEALTH MANAGEMENT | BILL SMITH WEALTH MANAGEMENT, LLC | BEACON WEALTH MANAGEMENT | BAKER RICHARDS WEALTH MANAGEMENT | AMERICAN PRINCIPAL WEALTH MANAGEMENT | ALLEN WEALTH & ASSET MANAGEMENT | ABSOLUTE WEALTH MANAGEMENT, LLC
CRD#: 281621 / SEC#: 801-123227
RIA
Registered Investment Advisory firm - (2/15/2022 Approved)California
Registered Investment Advisory firm - (3/23/2022 Terminated)Florida
Registered Investment Advisory firm - (2/21/2022 Terminated)Georgia
Registered Investment Advisory firm - (3/18/2022 Terminated)Idaho
Registered Investment Advisory firm - (2/21/2022 Terminated)Illinois
Registered Investment Advisory firm - (3/9/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/22/2022 Terminated)Iowa
Registered Investment Advisory firm - (2/22/2022 Terminated)Nevada
Registered Investment Advisory firm - (3/21/2022 Terminated)North Carolina
Registered Investment Advisory firm - (2/22/2022 Terminated)Ohio
Registered Investment Advisory firm - (2/21/2022 Terminated)Texas
Registered Investment Advisory firm - (2/21/2022 Terminated)Utah
Registered Investment Advisory firm - (2/22/2022 Terminated)Virginia
Registered Investment Advisory firm - (2/23/2022 Terminated)Wisconsin
Registered Investment Advisory firm - (2/21/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(12/14/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
GW
GIBBS WEALTH MANAGEMENT, LLC
360 WEALTH MANAGEMENT, LLC | WEALTHFUL FINANCIAL GROUP, INC. | TW WEALTH MANAGEMENT | TURNEY WEALTH MANAGEMENT, LLC | TOTAL FINANCIAL WEALTH MANAGEMENT | TEAM N&L WEALTH MANAGEMENT | SYNERGIST PRIVATE WEALTH | SUNCREST WEALTH ADVISORS, LLC | STRATEGIC WEALTH ASSET MANAGEMENT, LLC | SRS WEALTH MANAGEMENT | SMART WEALTH MANAGEMENT | SBC WEALTH MANAGEMENT | ROSE FINANCIAL MANAGEMENT | RETIREMENT PLANNERS OF TEXAS | RETALLICK WEALTH MANAGEMENT | REISING FINANCIAL | PRESERVATION FINANCIAL GROUP | MUNDT WEALTH MANAGEMENT | MTD WEALTH MANAGEMENT | MITCHELL WEALTH MANAGEMENT, LLC | MIPRO WEALTH MANAGEMENT | MESSINA'S WEALTH MANAGEMENT | MARATHON GROUP WEALTH MANAGEMENT | LEGACY GROUP WEALTH MANAGEMENT | LEGACY 360 WEALTH MANAGEMENT, LLC | KNEPP WEALTH MANAGEMENT, LLC | KNEPP WEALTH MANAGEMENT | INVESTSAFE FINANCIAL | INTEGRITY PRIVATE WEALTH, LLC | HYBRID WEALTH MANAGEMENT | HARPER WEALTH MANAGEMENT | GRIMES FINANCIAL GROUP | GREAT LAKES WEALTH MANAGEMENT, LLC | GREAT LAKES WEALTH MANAGEMENT | GRADY GROUP INC. | GIBBS WEALTH MANAGEMENT, LLC | FUTURE FOCUS WEALTH MANAGEMENT | FLYING EAGLE FINANCIAL | FINANCIAL RESOURCES GROUP | FINANCIAL ALLIANCE & INSURANCE SOLUTIONS | FDT WEALTH MANAGEMENT, INC. | FAIRBRIDGE CAPITAL MANAGEMENT | EVERGREEN TEAM WEALTH MANAGEMENT, LLC | DIVERSIFIED WEALTH MANAGEMENT | COSAINT ADVISORS, LLC | CORNERSTONE WEALTH & TAX ADVISORY GROUP | COMPASS WEALTH MANAGEMENT | BILL SMITH WEALTH MANAGEMENT, LLC | BEACON WEALTH MANAGEMENT | BAKER RICHARDS WEALTH MANAGEMENT | AMERICAN PRINCIPAL WEALTH MANAGEMENT | ALLEN WEALTH & ASSET MANAGEMENT | ABSOLUTE WEALTH MANAGEMENT, LLC
CRD#: 281621 / SEC#: 801-123227
RIA
Registered Investment Advisory firm - (2/15/2022 Approved)California
Registered Investment Advisory firm - (3/23/2022 Terminated)Florida
Registered Investment Advisory firm - (2/21/2022 Terminated)Georgia
Registered Investment Advisory firm - (3/18/2022 Terminated)Idaho
Registered Investment Advisory firm - (2/21/2022 Terminated)Illinois
Registered Investment Advisory firm - (3/9/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/22/2022 Terminated)Iowa
Registered Investment Advisory firm - (2/22/2022 Terminated)Nevada
Registered Investment Advisory firm - (3/21/2022 Terminated)North Carolina
Registered Investment Advisory firm - (2/22/2022 Terminated)Ohio
Registered Investment Advisory firm - (2/21/2022 Terminated)Texas
Registered Investment Advisory firm - (2/21/2022 Terminated)Utah
Registered Investment Advisory firm - (2/22/2022 Terminated)Virginia
Registered Investment Advisory firm - (2/23/2022 Terminated)Wisconsin
Registered Investment Advisory firm - (2/21/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3980 Old Milton Parkway, Alpharetta, GA 30005
Mailing Address
Phone number
(678) 694-8770
Established
Firm type
Fiscal year end
# of Employees
126
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,460 |
| AUM (Assets Under Management) | $ 639,157,693 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
