Jesse Wade
Jesse Wade is a registered investment advisor at Capitol Securities Management, INC., based in Martinsville, VA, with 18 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,745 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CSM charges a percentage of your portfolio each year for investment advisory advice. The maximum advisory fee is 2.0% per year. The fee is paid in advance, on a quarterly or monthly basis. The amount you pay will reduce any money you make on your investments. CSM also offers wrap fee programs where the fee includes investment advisory services and brokerage execution costs. The maximum wrap fee is 2.0% per year.
Location
335 East Church Street, Martinsville, VA, 24112
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jesse is a financial representative selling life insurance through J.H. Wade Insurance, dedicating about half of their time to this. Jesse also leases space to CSM registered persons, is a trustee on family accounts, is on the board of directors for Alliance Bee and West Piedmont Workforce Development, and is a shared owner in a family solar project.
Employment History
Current Registrations
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Previous Registrations
Linsco/private Ledger CORP.Broker
Linsco/private Ledger CORP.
MML Investors Services, INC.
MML Investors Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations5 states
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.