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JS

Jesse J. Steele

ETESIAN WEALTH ADVISORS
West Linn, OR 97068
Some features on this profile are disabled
CRD#: 6864049
JS

Professional summary

Jesse Jonathan Steele is a registered financial advisor currently at ETESIAN WEALTH ADVISORS, INC. located in West Linn, Oregon.

Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jesse has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Jesse Jonathan Steele's CRS (Customer Relationship Summary).
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®
None

Experience

Current

December 13, 2017 - Present

ETESIAN WEALTH ADVISORS, INC.

Office #1: 1914 Willamette Falls Drive, #300, West Linn, OR 97068
RIA
CRD#: 152127
West Linn, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
ETESIAN WEALTH ADVISORS, INC.
ETESIAN WEALTH ADVISORS, INC. | ETESIAN WEALTH ADVISORS, LLC

CRD#: 152127 / SEC#: 801-70785

RIA
Registered Investment Advisory firm - (11/18/2009 Approved)

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
California
(7/15/2019)
IAR
Oregon
(12/13/2017)
IAR
Washington
(12/13/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/12/2017
Uniform Investment Adviser Law Examination

Current Firm

EW
ETESIAN WEALTH ADVISORS, INC.
ETESIAN WEALTH ADVISORS, INC. | ETESIAN WEALTH ADVISORS, LLC

CRD#: 152127 / SEC#: 801-70785

RIA
Registered Investment Advisory firm - (11/18/2009 Approved)
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Contact information

Main Address
1969 Willamette Falls Drive, #200, West Linn, OR 97068
Mailing Address
Phone number
(503) 387-3615
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ETESIAN WEALTH ADVISORS, INC. FORM ADV PART 2A (5/28/2025)

Regulatory assets under management

Total Number of Accounts930
AUM (Assets Under Management)$ 426,823,705

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

ETESIAN WEALTH ADVISORS, INC.

CRD#: 152127West Linn, OR 97068

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