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JD

Jesse C. Dickinson

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CRD#: 67418
JD

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 Clayton Dickinson, who also goes by Jesse C Dickinson, was a registered financial professional .

Jesse is a previously registered financial professional and started their career in finance in 1969. Jesse had worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 1 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jesse C Dickinson

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

December 23, 2013 - May 29, 2015

SCF INVESTMENT ADVISORS, INC.

RIA
CRD#: 123608
FRESNO, CA
Past

December 23, 2013 - May 29, 2015

SCF SECURITIES, INC.

BD
CRD#: 47275
UPLAND, CA
Past

May 4, 2010 - December 23, 2013

NEWPORT COAST SECURITIES, INC.

RIA
CRD#: 16944
UPLAND, CA
Past

May 4, 2010 - December 23, 2013

NEWPORT COAST SECURITIES, INC.

BD
CRD#: 16944
UPLAND, CA
Past

July 11, 2007 - April 29, 2010

AFA ADVISOR SERVICES LLC

RIA
CRD#: 129104
UPLAND, CA
Past

July 11, 2007 - April 29, 2010

AFA FINANCIAL GROUP, LLC

BD
CRD#: 127648
CALABASAS, CA
Past

June 29, 2007 - July 16, 2007

WEDBUSH SECURITIES INC.

RIA
CRD#: 877
LOS ANGELES, CA
Past

June 29, 2007 - July 16, 2007

WEDBUSH SECURITIES INC.

BD
CRD#: 877
LOS ANGELES, CA
Past

February 9, 2000 - July 3, 2007

BROOKSTREET SECURITIES CORPORATION

RIA
CRD#: 14667
UPLAND, CA
Past

January 19, 1999 - July 3, 2007

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
UPLAND, CA
Past

June 18, 1989 - November 19, 1998

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

June 9, 1978 - June 18, 1989

SOUTHMARK FINANCIAL SERVICES, INC.

BD
CRD#: 6518
Past

January 6, 1977 - July 9, 1978

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
Past

February 23, 1975 - January 6, 1977

PUTNAM FUND DISTRIBUTORS, INC

BD
CRD#: 6878
Past

August 1, 1969 - February 23, 1975

PUTNAM FINANCIAL SERVICES, INC.

BD
CRD#: 602

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 12/22/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/29/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/29/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 1
Date: 7/24/1969
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/31/2000
General Securities Principal Examination

Current Firm

SI
SCF INVESTMENT ADVISORS, INC.
APEX RETIREMENT CONSULTING | WESTBERRY WEALTH MANAGEMENT, LLC | UPTREX LLC DBA UPTREX WEALTH ADVISORS | UNION STREET ADVISORS, LLC | TRUECOURSE INVESTMENT MANAGEMENT | TEXAS FINANCIAL RESOURCES, LP DBA TFR WEALTH MANAGEMENT | TAX & INVESTMENT ADVISORS, INC. | STRATEGIC WEALTH ADVISORS GROUP SERVICES, INC. DBA, STRATEGIC WEALTH ADVISORS GROUP | SLADE FINANCIAL ADVISORY PLLC | SIERRA WEALTH MANAGEMENT | SCF INVESTMENT ADVISORS, INC. DBA SCF | SCF INVESTMENT ADVISORS, INC. | SAVVY WEALTH MANAGEMENT | RPM FINANCIAL GROUP, LLC | REDFISH CAPITAL MANAGEMENT | OLD BRIDGE WEALTH, INC. | NEVILLE FINANCIAL GROUP, INC. | MT. JULIET ADVISORS, LLC | MONEYWISE WEALTH MANAGEMENT | MISSION FINANCIAL ADVISORS | MILLER WEALTH PARTNERS, LLC | KELLY FINANCIAL GROUP | INTEGRITY WEALTH MANAGEMENT INC. | INTEGRATED LIFE & FINANCIAL PLANNING, LLC | HAMMER WEALTH GROUP | GUTH FINANCIAL | GATEWAY FINANCIAL GROUP | FORTHRIGHT CAPITAL MANAGEMENT | FINANCIAL PLANNING ADVISORS, INC. | DALTON WEALTH GROUP | DAILEY WEALTH MANAGEMENT | CREATIVE FINANCIAL STRATEGIES, LLC | COHESION WEALTH ADVISORS, LLC | BUFFALO FINANCIAL STRATEGIES | BENEFITS ONE | ASH CREEK FINANCIAL ADVISORS

CRD#: 123608 / SEC#: 801-71206

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Contact information

Main Address
10150 Meanley Drive First Floor, San Diego, CA 92131
Mailing Address
Phone number
(559) 456-6108
Established
Firm type
Fiscal year end
# of Employees
263

Documents

Latest Form ADV

Part 2 Brochures

SCF FORM ADV 2A BROCHURE MARCH 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts6,190
AUM (Assets Under Management)$ 1,349,597,453

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/17/2024
Cover Page
Report
06/28/2024
Cover Page
Report

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.

Company Information

SCF INVESTMENT ADVISORS, INC.

CRD#: 123608

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