Jessie Nicole Evertson
Professional Summary
Jessie Nicole Evertson, who also goes by Jessie Evertson, is a registered financial advisor currently at BREX TREASURY LLC located in Salt Lake City, Utah. Jessie is registered as a RR (Registered Representative) and started their career in finance in 2024. Jessie has worked at 1 firm and has passed the Series 27 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jessie Evertson
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
2 years in the financial services industry
Current & Past Employments
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Current Firm
BREX TREASURY LLC
Contact Information
Main Address
650 South 500 West Suite 300, Salt Lake City, UT 84101-2380Mailing Address
650 South 500 West Suite 300, Salt Lake City, UT 84101-2380Phone Number
(551) 284-3958Established
Delaware since 11/01/2018Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
1Similar Advisors
OSAIC WEALTH, INC.
NET WORTH ADVISORY GROUP, LLC
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jessie Nicole Evertson's CRS (Customer Relationship Summary).
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