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JC

Jesse Celeste

BRICK, NJ
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CRD#: 7026139
JC

Professional summary


Jesse Celeste, who also goes by Jesse T Celeste, was a registered financial advisor .

Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jesse had worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jesse T Celeste

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.
Mr. Celeste has an active New Jersey licensed insurance agent/producer license.

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


Current

October 22, 2025 - Present

BRICK, NJ
Past

May 27, 2025 - July 21, 2025

LPL ENTERPRISE, LLC

RIA
CRD#: 8733
BASKING RIDGE, NJ
Past

May 27, 2025 - July 21, 2025

LPL ENTERPRISE, LLC

BD
CRD#: 8733
BASKING RIDGE, NJ
Past

December 10, 2021 - May 15, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
RED BANK, NJ
Past

December 8, 2021 - May 15, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
RED BANK, NJ
Past

December 5, 2019 - August 20, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
FREEHOLD, NJ
Past

October 16, 2019 - August 20, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
FREEHOLD, NJ
Past

November 19, 2018 - October 4, 2019

SANTANDER SECURITIES LLC

BD
CRD#: 41791
BRICK, NJ

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
New Jersey
(10/22/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/2/2019
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/1/2019
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 11/19/2018
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam

Current firm


No current employment

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


No current employment

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