Jesse W. Harper
Professional summary
Jesse Wade Harper is a registered financial professional currently at GILMARTIN FINANCIAL located in San Diego, California.
Jesse is registered as a RR (Registered Representative) and started their career in finance in 2025. Jesse has worked at 1 firm and has passed the Series 63, Series 82TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jesse Wade Harper's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 24, 2025 - Present
GILMARTIN FINANCIAL
Office #1: 3111 Camino Del Rio North Suite 675, San Diego, CA 92108State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/22/2025)
Exams
Series 82TO
Date: 11/24/2025
Limited Representative-Private Securities OfferingsFINRA
Current Firm
GILMARTIN FINANCIAL
CRD#: 312622 / SEC#: , 8-70713
Contact information
FINRA licenses (4 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| LEWIS, LYNN CHRISTINE | CEO, CCO, EXECUTIVE REPRESENTATIVE | |
| BRANT, DAVID ROBERT | FINOP, POO AND PFO | 2718478 |
Red Flags
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