Jesse D. Psinas

210 FINANCIAL

Morton, IL 61550

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CRD#: 7466785

Professional summary

Jesse Daniel Psinas, who also goes by Jesse D. Psinas, is a registered financial advisor currently at 210 FINANCIAL located in Morton, Illinois.

Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jesse has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jesse D. Psinas

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.) 210 FINANCIAL; YES INVESTMENT RELATED; 100 YORDY ROAD, MORTON, IL 61550; INSURANCE SALES; ADVISER; START DATE 04/2021; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) PREMIER DEALER SERVICES; NO INVESTMENT RELATED; 555 METRO PLACE NORTH #650, DUBLIN, OH 43017; FINANCE PRODUCTS IN THE AUTO INDUSTRY; SUB-AGENT; START DATE 07/2018; APPROX 05 HRS/MONTH; APPROX 00 HRS/MONTH DURING TRADING; HANDLE EXITING CLIENT ACCOUNTS FOR EXTENDED WARRANTY, GAP CLAIMS, AND MAINTENANCE ISSUES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Daniel Psinas'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

January 10, 2024 - Present

210 FINANCIAL

Office #1: 110 B. Yordy Road, Morton, IL 61550

RIA

CRD#: 328570

Morton, IL

Past

November 10, 2021 - May 6, 2024

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Morton, IL

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".

210 FINANCIAL

210 FINANCIAL | 210 WEALTH MANAGEMENT, INC. | 210 FINANCIAL WEALTH MANAGEMENT INC.

CRD#: 328570 / SEC#: 801-129099

RIA

Registered Investment Advisory firm - (11/24/2023 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

Illinois
(1/10/2024)

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

State Security Law Exam

IAR

Series 65

Date: 10/12/2021

Uniform Investment Adviser Law Examination

Current Firm

210 FINANCIAL

210 FINANCIAL | 210 WEALTH MANAGEMENT, INC. | 210 FINANCIAL WEALTH MANAGEMENT INC.

CRD#: 328570 / SEC#: 801-129099

RIA

Registered Investment Advisory firm - (11/24/2023 Approved)

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Contact information

Main Address

110 B. Yordy Road, Morton, IL 61550

Mailing Address

Phone number

(309) 263-1333

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

210 ADV 2A INITIAL (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,335
AUM (Assets Under Management)	$ 145,139,695

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 D. Psinas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Daniel Psinas's CRS (Customer Relationship Summary).

Certified licenses

Experience

210 FINANCIAL

AE WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

210 FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 10/12/2021

Current Firm

210 FINANCIAL

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

210 FINANCIAL

TRUST BUT VERIFY

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