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JB

Jesse A. Brownfield

BAYTRUST WEALTH MANAGEMENT
TAMPA, FL 33613
Some features on this profile are disabled
CRD#: 7489004
JB

Professional summary

Jesse Alexander Brownfield is a registered financial advisor currently at BAYTRUST WEALTH MANAGEMENT, LLC located in Tampa, Florida.

Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. 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 Alexander Brownfield'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 8, 2026 - Present

BAYTRUST WEALTH MANAGEMENT, LLC

Office #1: 15316 N Florida Ave, Tampa, FL 33613
RIA
CRD#: 338822
TAMPA, 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
(1/8/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/14/2025
Uniform Investment Adviser Law Examination

Current Firm

BW
BAYTRUST WEALTH MANAGEMENT, LLC
BAYTRUST WEALTH MANAGEMENT, LLC

CRD#: 338822 / SEC#: 801-134584

RIA
Registered Investment Advisory firm - (12/16/2025 120-Day Approval)
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Contact information

Main Address
15316 N Florida Ave, Tampa, FL 33613
Mailing Address
Phone number
(813) 820-0069
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BAYTRUST WEALTH MANAGEMENT ADV 2A (12/17/2025)
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

BAYTRUST WEALTH MANAGEMENT, LLC

CRD#: 338822Tampa, FL 33613

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