TrueAdvisor
TrueAdvisor
JC
CFP
JC
CFP

Jesse Clinton

Snowden Capital Advisors LLC
23 Years of Experience
New York, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Jesse Clinton is a CFP-designated registered investment advisor at Snowden Capital Advisors LLC, based in New York, NY, with 23 years of industry experience. Jesse is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6,021 clients with $8.9B in assets under management.

Snowden Capital Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
122 advisors
Number of Clients
6,021 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$8.9B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiated on a client-by-client basis. Wrap fees typically range from 0.20% to 2.50% of assets under management. Unbundled advisory fees may be up to 3.00% per annum.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

540 Madison Ave., 9th Floor, New York, NY, 10022

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2011
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jesse is a Managing Director at Snowden Capital Advisors LLC and Snowden Account Services, Inc, dedicating nearly full-time and about 10-20% of his time respectively. He also works as an insurance agent for Snowden Insurance Services LLC for a few hours per week, owns JBC LLC for private investments (minimal time), and is a board member at Ardsley Country Club (minimal time).

Employment History
Current Registrations
Snowden Capital Advisors LLC
November 2014 - Present · 11 yrs 11 mos
Snowden Account Services LLCBroker
October 2014 - Present · 12 yrs
Previous Registrations
Snowden Capital Advisors LLC
October 2014 - December 2014 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2004 - October 2014 · 10 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2004 - October 2014 · 10 yrs 8 mos
Oppenheimer & CO. INC.Broker
January 2003 - February 2004 · 1 yr 1 mo
Cibc World Markets CORP.Broker
December 2002 - January 2003 · 1 mo
State Registrations25 states
AZCACOCTDEFLGAIDILINLAMAMINCNJNYOHPAPRRISCTNTXVAVT
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.
More Advisors
More financial advisors in New York, NY →All financial advisors in New York →