Jesse Lynn Pinegar
Professional Summary
Jesse Lynn Pinegar, who also goes by Jesse Pinegar, was a registered financial advisor. Jesse was a previously registered financial professional and started their career in finance 2014 - 2016. Jesse had worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jesse Pinegar
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
FORESIGHT RETIREMENT SOLUTIONS | THE GILMAN FINANCIAL GROUP | REGENTS PARK ADVISORS | FORESIGHT WEALTH MANAGEMENT, LLC | FORESIGHT WEALTH MANAGEMENT
Contact Information
Main Address
11550 South 700 East Suite 100, Draper, UT 84020Phone Number
(801) 462-2200# of Employees
21Documents
Regulatory Assets Under Management
Total Number of Accounts
3,243AUM (Assets Under Management)
$1,347,928,530Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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