Jesse Fernandes Deason
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Cashflow & Budgeting
- Retirement Planning
- Tax Planning
- Financial Planning
- Estate & Legacy Planning
Specializations
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...
Other Aliases
Jesse Fernands Deason, Jesse Nicole Fernandes
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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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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Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
SERENE WEALTH PLANNING, LLC
Contact Information
Main Address
1721 Hewitt Ave Suite 511, Everett, WA 98201Mailing Address
Po Box 12293, Everett, WA 98206Phone Number
(425) 903-8188# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
21AUM (Assets Under Management)
$7,262,640Similar 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.
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State Registrations and Notice Filings
(10/4/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
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) - RIA
Click below to view Jesse Fernandes Deason's CRS (Customer Relationship Summary).
Services Offered by Jesse
- Cashflow & Budgeting
- Retirement Planning
- Tax Planning
- Financial Planning
- Estate & Legacy Planning
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