Jesse H. Bunse
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 Hampton Bunse, CFP®, who also goes by Jesse H. Bunse, Jesse Bunse, was a registered financial professional .
Jesse is a previously registered financial professional and started their career in finance in 2013. Jesse had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2018
Experience
March 13, 2018 - August 13, 2025
KEEN WEALTH ADVISORS
September 6, 2013 - February 27, 2018
TRIUNE FINANCIAL PARTNERS, LLC
Primary Firm SEC Registration
KEEN WEALTH ADVISORS
CRD#: 170293 / SEC#: 801-79725
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
KEEN WEALTH ADVISORS
CRD#: 170293 / SEC#: 801-79725
Contact information
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,605 |
| AUM (Assets Under Management) | $ 1,040,995,987 |
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.
