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JG

Jesse D. Gossett

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CRD#: 2098921
JG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jesse David Gossett, CFP® was a registered financial professional .

Jesse is a previously registered financial professional and started their career in finance in 1990. Jesse had worked at 9 firms and has passed the Series 66, Series 63, Series 31, Series 7, Series 6, Series 30 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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®

Experience


Past

May 11, 2011 - January 3, 2013

INTEGRA CAPITAL GROUP

RIA
CRD#: 147776
KENTFIELD, CA
Past

September 5, 2008 - December 31, 2010

INTEGRA CAPITAL GROUP

RIA
CRD#: 147776
KENTFIELD, CA
Past

August 5, 2008 - October 8, 2009

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN ANSELMO, CA
Past

August 1, 2008 - October 8, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN ANSELMO, CA
Past

May 27, 2008 - July 16, 2008

LIBERTY GROUP, LLC

RIA
CRD#: 106036
OAKLAND, CA
Past

May 15, 2008 - July 16, 2008

LIBERTY GROUP, LLC

BD
CRD#: 106036
OAKLAND, CA
Past

March 19, 2008 - April 28, 2008

OSAIC WEALTH, INC.

BD
CRD#: 23131
LARKSPUR, CA
Past

November 25, 1999 - January 7, 2004

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY
Past

January 7, 1999 - February 23, 2001

DFC INVESTOR SERVICES

BD
CRD#: 18558
CHINO HILLS, CA
Past

March 3, 1998 - September 24, 1998

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA
Past

May 19, 1994 - August 27, 1997

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

BD
CRD#: 7834
NEW YORK, NY
Past

October 10, 1990 - April 26, 1994

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/27/2008
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 2/10/2009
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 30
Date: 3/5/2009
NFA Branch Manager Examination
Principal/Supervisory Exam

Current Firm


IC
INTEGRA CAPITAL GROUP
GOSSETT, JESSE DAVID | INTEGRA CAPITAL CORPORATION | INTEGRA CAPITAL GROUP | JESSE D. GOSSETT

CRD#: 147776 / SEC#:

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Contact information


Main Address
Kentfield, CA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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.

Company Information


INTEGRA CAPITAL GROUP

CRD#: 147776

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