Tate A. Jesky
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.
Tate Allen Jesky, who also goes by Tate Allen Jensky, was a registered financial professional .
Tate is a previously registered financial professional and started their career in finance in 2021. Tate had worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 12, 2023 - April 25, 2024
FOGUTH WEALTH MANAGEMENT, LLC.
April 29, 2021 - February 8, 2022
AVANTAX ADVISORY SERVICES
Primary Firm SEC Registration
FOGUTH WEALTH MANAGEMENT, LLC.
CRD#: 327434 / SEC#: 801-128714
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
FOGUTH WEALTH MANAGEMENT, LLC.
CRD#: 327434 / SEC#: 801-128714
Contact information
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,587 |
| AUM (Assets Under Management) | $ 825,146,175 |
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.
