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JA

Jesse W. Anastase

MAVS WEALTH MANAGEMENT GROUP
ST. PETERSBURG, FL 33702
Some features on this profile are disabled
CRD#: 7461034
JA

Professional summary

Jesse Warren Anastase is a registered financial advisor currently at MAVS WEALTH MANAGEMENT GROUP, LLC located in St. Petersburg, Florida.

Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jesse has worked at 1 firm and has passed the Series 65 exam.

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 Warren Anastase'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 30, 2025 - Present

MAVS WEALTH MANAGEMENT GROUP, LLC

Office #1: 7901 4th Street N Suite 300, St. Petersburg, FL 33702
RIA
CRD#: 337364
ST. PETERSBURG, FL
Past

July 30, 2025 - December 31, 2025

MAVS WEALTH MANAGEMENT GROUP, LLC

RIA
CRD#: 337364
ST. PETERSBURG, FL

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
Florida
(7/30/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/4/2024
Uniform Investment Adviser Law Examination

Current Firm

MW
MAVS WEALTH MANAGEMENT GROUP, LLC
MAVS WEALTH MANAGEMENT GROUP, LLC

CRD#: 337364 / SEC#: 801-133864

RIA
Registered Investment Advisory firm - (7/21/2025 120-Day Approval)
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Contact information

Main Address
7901 4th Street N Suite 300, St. Petersburg, FL 33702
Mailing Address
Phone number
(561) 543-4340
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIRM DISCLOSURE BROCHURE (7/30/2025)
0

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

MAVS WEALTH MANAGEMENT GROUP, LLC

CRD#: 337364St. Petersburg, FL 33702

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