JB
Jesse W. Bristow
X ADVISORS
Denver, CO 80246
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CRD#: 7067008
JB
Jesse Wayne BristowX ADVISORS
Professional summary
Jesse Wayne Bristow, who also goes by Jesse Wayne Bristow, Jesse Bristow, is a registered financial advisor currently at X ADVISORS, LLC located in Denver, Colorado.
Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jesse has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
At a Glance
Always Fiduciary
Aliases
Jesse Wayne Bristow | Jesse Bristow
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.
(1) Slammers Baseball | not investment related | Highlands Ranch, CO | start date 01/01/2018 | instructor/coach | coach and instruct our youth players through our development program | less than 20 hours per month | none during securities trading hours. (2) PAXTON CONSULTING GROUP POSITION: Employee NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 600 S. Cherry Street #226, Denver CO 80246, United States DESCRIPTION: P (3) X ADVISORS POSITION: Employee NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 600 S. Cherry Street #226, Denver CO 80246, United States DESCRIPTION: Account servicing (4) ADVISOR ASSOCIATE POSITION: Employee NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2024 ADDRESS: 600 S. Cherry Street #226, Denver CO 80246, United States DESCRIPTION: Account servicing 5) Independent Financials Group LLC Starting 4-2024 registered broker dealer. Brokerage account management. Based in San Diego CA.
CRS (Client Relationship Summary) - RIA
Click below to view Jesse Wayne Bristow'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®
NoneExperience
Current
August 7, 2025 - Present
X ADVISORS, LLC
Office #1: 600 S Charry St Suite 226, Denver, CO 80246RIA
CRD#: 315838
Denver, CO
Past
May 9, 2024 - October 1, 2026
INDEPENDENT FINANCIAL GROUP, LLC
RIA
CRD#: 7717
Santa Maria, CA
Past
April 18, 2024 - October 1, 2026
INDEPENDENT FINANCIAL GROUP, LLC
BD
CRD#: 7717
Santa Maria, CA
Past
March 2, 2023 - February 14, 2024
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Lone Tree, CO
Past
December 19, 2022 - January 3, 2023
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LAVISTA, NE
Past
May 14, 2019 - July 1, 2022
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
GREENWOOD VILLAGE, CO
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".
XA
X ADVISORS, LLC
ADVISOR ASSOCIATE INC | X ADVISORS, LLC | AIM WEALTH MANAGEMENT
CRD#: 315838 / SEC#: 801-130931
RIA
Registered Investment Advisory firm - (8/16/2024 Approved)California
Registered Investment Advisory firm - (9/27/2024 Terminated)Texas
Registered Investment Advisory firm - (8/28/2024 Terminated)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
Colorado(8/7/2025)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
PR
Series 7TO
Passed: 5/14/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
XA
X ADVISORS, LLC
ADVISOR ASSOCIATE INC | X ADVISORS, LLC | AIM WEALTH MANAGEMENT
CRD#: 315838 / SEC#: 801-130931
RIA
Registered Investment Advisory firm - (8/16/2024 Approved)California
Registered Investment Advisory firm - (9/27/2024 Terminated)Texas
Registered Investment Advisory firm - (8/28/2024 Terminated)Loading...
Contact information
Main Address
2646 Santa Maria Way Suite 104, Santa Maria, CA 93455
Mailing Address
Phone number
(805) 465-9232
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 659 |
| AUM (Assets Under Management) | $ 228,610,000 |
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.
