JB
CFP
JB
CFP

Jesse Bessett

24 Years of Experience
Hingham, MA
BrokerSells Insurance

Jesse Bessett is a CFP-designated registered investment advisor at LPL Financial LLC, based in Hingham, MA, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

24 Shipyard Dr, Ste 201, Hingham, MA, 02043

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jesse is affiliated with ChartHouse Capital, LLC and Flagship Harbor Advisors as an investment advisor, spending about half of his time on these activities. He also works as a marketing development manager for Ragnar (about a quarter of his time), and owns rental real estate, dedicating minimal time to it.

Employment History
Current Registrations
LPL Financial LLC
July 2025 - Present · 1 yr
Flagship Harbor Advisors, LLC
December 2015 - Present · 10 yrs 7 mos
LPL Financial LLC
December 2015 - Present · 10 yrs 7 mos
LPL Financial LLCBroker
December 2015 - Present · 10 yrs 7 mos
Previous Registrations
Bolton Global Asset Management
July 2009 - December 2015 · 6 yrs 5 mos
Bolton Global CapitalBroker
June 2009 - December 2015 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2002 - June 2009 · 6 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2001 - June 2009 · 8 yrs
State Registrations21 states
CACTDCFLGAINKYMAMEMNNHNJNMNYPARISCVAVTVirgin IslandsWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.