Jesse L. Todisco
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 Lee Todisco, who also goes by Jesse L Kimbrell, Jesse Lee Kimbrell, Jesse Todisco, was a registered financial professional .
Jesse is a previously registered financial professional and started their career in finance in 2016. Jesse had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 9, 2019 - December 31, 2022
46 & 2 WEALTH PARTNERS LLC
August 30, 2018 - December 20, 2018
SECURITIES AMERICA, INC.
February 16, 2017 - August 30, 2018
CENTAURUS FINANCIAL, INC.
April 8, 2016 - January 31, 2017
STATE FARM VP MANAGEMENT CORP.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
46 & 2 WEALTH PARTNERS LLC
CRD#: 300377 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 9 |
| AUM (Assets Under Management) | $ 285,000 |
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.
