Jessie Timmins
Professional summary
Jessie Timmins, who also goes by Jessie Kuhn, is a registered financial advisor currently at U.S. CAPITAL WEALTH ADVISORS, LLC located in Austin, Texas and USCA SECURITIES LLC located in Austin, Texas.
Jessie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Jessie has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jessie Timmins's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 30, 2021 - Present
U.S. CAPITAL WEALTH ADVISORS, LLC
Office #1: 300 West 6th Street Suite 1900, Austin, TX 78701April 16, 2013 - Present
USCA SECURITIES LLC
Office #1: 300 W. 6th Street Suite 1900, Austin, TX 78701April 16, 2013 - June 30, 2021
USCA RIA LLC
October 17, 2012 - April 8, 2013
KESTRA INVESTMENT SERVICES, LLC
October 17, 2012 - April 8, 2013
KESTRA INVESTMENT SERVICES, LLC
January 3, 2012 - July 26, 2012
LPL FINANCIAL LLC
January 3, 2012 - July 26, 2012
LPL FINANCIAL LLC
October 19, 2009 - November 21, 2011
WELLS FARGO CLEARING SERVICES, LLC
June 29, 2009 - November 21, 2011
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
U.S. CAPITAL WEALTH ADVISORS, LLC
CRD#: 288199 / SEC#: 801-110515
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/16/2013)
(4/16/2013)
(1/3/2020)
(1/3/2020)
(4/16/2013)
(12/5/2019)
(1/3/2020)
(1/3/2020)
(1/3/2020)
(11/11/2022)
(1/3/2020)
(7/27/2015)
(7/19/2013)
(4/16/2013)
(12/7/2022)
(11/10/2017)
(11/10/2017)
(1/3/2020)
(9/26/2016)
(4/16/2013)
(1/3/2020)
(1/3/2020)
(1/18/2024)
(4/16/2013)
(10/12/2025)
(5/14/2021)
(4/16/2013)
(6/30/2021)
(1/3/2020)
(4/16/2013)
(10/25/2019)
(1/3/2020)
(4/6/2020)
Exams
FINRA
Current Firm
U.S. CAPITAL WEALTH ADVISORS, LLC
CRD#: 288199 / SEC#: 801-110515
Contact information
SEC notice filing (48 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 10,833 |
| AUM (Assets Under Management) | $ 7,282,480,817 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/21/2025 | ||
| 01/23/2024 | ||
| 03/24/2023 |
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.
