Jesse O. Lownsbury

BETTERWEALTH LLC

San Jose, CA 95129

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CRD#: 7395603

Professional summary

Jesse Orin Lownsbury, who also goes by Jesse Lownsbury, is a registered financial advisor currently at BETTERWEALTH LLC located in San Jose, California.

Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jesse has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jesse Lownsbury

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 Orin Lownsbury'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

July 1, 2025 - Present

BETTERWEALTH LLC

Office #1: 1475 Saratoga Avenue Suite 200, San Jose, CA 95129

RIA

CRD#: 226661

San Jose, CA

Past

April 1, 2025 - June 13, 2025

MODERN WEALTH MANAGEMENT, LLC

RIA

CRD#: 324624

CAMPBELL, CA

Past

July 27, 2023 - March 28, 2025

WADE FINANCIAL ADVISORY, INC.

RIA

CRD#: 108627

CAMPBELL, CA

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".

BETTERWEALTH LLC

CRD#: 226661 / SEC#: 801-96317

RIA

Registered Investment Advisory firm - (5/26/2015 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
(7/1/2025)

IAR

Texas
(7/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

BETTERWEALTH LLC

CRD#: 226661 / SEC#: 801-96317

RIA

Registered Investment Advisory firm - (5/26/2015 Approved)

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Contact information

Main Address

1475 Saratoga Avenue Suite 200, San Jose, CA 95129

Mailing Address

Phone number

(408) 659-2390

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BETTERWEALTH - FORM ADV PART 2A, FORM ADV PART 2B & PRIVACY POLICY (10/1/2025)

Regulatory assets under management

Total Number of Accounts	1,251
AUM (Assets Under Management)	$ 558,018,194

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.

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Jesse O. Lownsbury

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Orin Lownsbury's CRS (Customer Relationship Summary).

Certified licenses

Experience

BETTERWEALTH LLC

MODERN WEALTH MANAGEMENT, LLC

WADE FINANCIAL ADVISORY, INC.

Primary Firm SEC Registration

BETTERWEALTH LLC

State Registrations and Notice Filings

Exams

Current Firm

BETTERWEALTH LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BETTERWEALTH LLC

TRUST BUT VERIFY

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