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JE

Jessie N. Evertson

BREX TREASURY
SALT LAKE CITY, UT 84101-2380
Some features on this profile are disabled
CRD#: 7493103
JE

Professional summary

Jessie Nicole Evertson, who also goes by Jessie Evertson, is a registered financial professional 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.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jessie Evertson

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) - BD

Click below to view Jessie Nicole Evertson's 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 17, 2024 - Present

BREX TREASURY LLC

Office #1: 650 South 500 West Suite 300, Salt Lake City, UT 84101-2380
BD
CRD#: 299606
SALT LAKE CITY, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Principal/Supervisory Exam
RR
Series 27
Date: 7/8/2024
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BT
BREX TREASURY LLC
BREX TREASURY LLC

CRD#: 299606 / SEC#: , 8-70251

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
650 South 500 West Suite 300, Salt Lake City, UT 84101-2380
Mailing Address
650 South 500 West Suite 300, Salt Lake City, UT 84101-2380
Phone number
(551) 284-3958
Established
Delaware since 11/01/2018
Firm type
Limited Liability Company
Fiscal year end
January
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
BREX INC.PARENT COMPANY
BROWN, JASONCHIEF COMPLIANCE OFFICER2794246
MOORE, KEVIN RICHARDCHIEF FINANCIAL OFFICER7192007
ZHOU, ERIKPRESIDENT, PRINCIPAL OF OPERATIONS, PFO5166236

Disclosures

Regulatory Event1

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

BREX TREASURY LLC

CRD#: 299606Salt Lake City, UT 84101-2380

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