Jesse Clinton
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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 5,771 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SCA offers investment management through various programs, typically charging a wrap fee that covers investment advice, trade execution, custody, and reporting. This fee is negotiated with each client and usually ranges from 0.20% to 2.50% of the portfolio's value. In some cases, clients may pay an unbundled advisory fee of up to 3.00% per year, separate from brokerage commissions and transaction charges.
Location
540 Madison Ave., 9th Floor, New York, NY, 10022
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Regulatory History (1)
Customer Dispute
February 2011Other 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
Snowden Account Services LLCBroker
Previous Registrations
Snowden Capital Advisors LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Oppenheimer & CO. INC.Broker
Cibc World Markets CORP.Broker
State Registrations25 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.