Jesse F. Deason
SERENE WEALTH PLANNING
Everett, WA 98201
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CRD#: 6595583
Professional summary
Jesse Fernandes Deason, CFP®, who also goes by Jesse Fernands Deason, Jesse Nicole Fernandes, is a registered financial advisor currently at SERENE WEALTH PLANNING, LLC located in Everett, Washington.
Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jesse has worked at 4 firms and has passed the Series 65 exam.
Biography
Jesse Deason founded Serene Wealth Planning to bring holistic and comprehensive fee-only financial planning services to Everett, Washington. Like many financial advisors, she first found her way to a career in personal finance after helping many of her friends and family make decisions about money. Jesse is both a people person and an analytic thinker, and she loves that personal finance gives her an opportunity to use both traits in helping people. Prior to founding Serene Wealth Planning, Jesse worked for a large wealth management firm in Snohomish County.
Jesse lives with her family in Everett. When she’s not working with clients, she enjoys taking her daughter and black lab on walks around the neighborhood and working with her husband to restore their 1928 fixer upper. You can find her out and about at some of the area’s best-loved spots, including Narrative Coffee, the Sno-Isle Natural Foods Co-Op, and Bluewater Organic Distilling. Jesse is actively involved with the non-profit Interfaith Family Shelter, where she serves as Secretary of the Board.
Professional Affiliations
Alliance of Comprehensive Planners
National Association of Personal Financial Advisors
North End Women’s Tax Roundtable
Snohomish County Estate Planning Council
Education
CERTIFIED FINANCIAL PLANNER™ Professional
Enrolled Agent (as recognized by the IRS)
Master in Urban Planning, University of Michigan
Bachelor of Science, University of Delaware
Question & Answer
What are your service offerings?
Budgeting
Retirement Planning
Tax Planning
Comprehensive Financial Planni...
Divorce Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Charitable Giving
Financial Psychology/Coaching
Fixed Fee (Subscription, Retai...
Generation X
Retirement Plan Investment Adv...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Jesse Fernands Deason | Jesse Nicole Fernandes
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.
Ms. Deason owns a divorce financial consulting firm called Serene Divorce Planning LLC. The firm opened in June 2021. The business is not investment-related. The business address is 1721 Hewitt Ave, #511, Everett, Washington, 98201. Ms. Deason's primary responsibilities include collecting, organizing, and analyzing a client's financial data to help the client understand the financial pros and cons of different divorce settlement scenarios. This activity accounts for approximately 50% of her time and is not investment related. Ms. Deason performs work for Serene Divorce Planning LLC during trading hours, which may present a conflict of interest between her duties at Serene Divorce Planning LLC and her duties at Serene Wealth Planning LLC. It is not anticipated that this work will negatively impact any Serene Wealth Planning LLC clients.
CRS (Client Relationship Summary) - RIA
Click below to view Jesse Fernandes Deason's CRS (Customer Relationship Summary).
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®
Start date: 2019
Experience
Current
October 4, 2019 - Present
SERENE WEALTH PLANNING, LLC
Office #1: 1721 Hewitt Ave Suite 511, Everett, WA 98201RIA
CRD#: 304903
Everett, WA
Past
July 4, 2019 - September 18, 2019
MADRONA FINANCIAL & CPAS
RIA
CRD#: 115753
EVERETT, WA
Past
July 18, 2017 - December 31, 2018
FINN STREET FINANCIAL, LLC
RIA
CRD#: 285912
EVERETT, WA
Past
January 4, 2016 - December 31, 2016
ADVITICA FINANCIAL PLANNING LLC
RIA
CRD#: 116052
MUKILTEO, WA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Washington(10/4/2019)
Current Firm
SERENE WEALTH PLANNING, LLC
SERENE WEALTH PLANNING, LLC
CRD#: 304903 / SEC#:
Washington
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Contact information
Main Address
1721 Hewitt Ave Suite 511, Everett, WA 98201
Mailing Address
Po Box 12293, Everett, WA 98206
Phone number
(425) 903-8188
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 4,520,629 |
Red Flags
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