Jesse Neerdaels is a CFP-designated registered investment advisor, based in Los Angeles, CA, with 23 years of industry experience. Jesse is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Los Angeles, CA
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Allspring Funds Management, LLC
August 2024 - Present · 2 yrs 2 mos
Allspring Funds Distributor, LLC
August 2024 - Present · 2 yrs 2 mos
Allspring Funds Distributor, LLCBroker
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Thornburg Investment Management INC
April 2021 - July 2024 · 3 yrs 3 mos
Thornburg Securities LLCBroker
April 2021 - July 2024 · 3 yrs 3 mos
Touchstone Securities, INC.Broker
July 2019 - April 2021 · 1 yr 9 mos
Touchstone Advisors INC
July 2019 - April 2021 · 1 yr 9 mos
Wells Fargo Funds Management, LLC
April 2006 - June 2019 · 13 yrs 2 mos
Wells Fargo Funds Distributor, LLCBroker
April 2005 - June 2019 · 14 yrs 2 mos
Strong Investments, INC.Broker
August 2003 - April 2005 · 1 yr 8 mos
State Registrations2 states
CANV
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
- David Arakelyan, CFPCetera Investment Advisers LLC
- Deanna Adams, CFA
- Carol Cory, CFPPlanmember Securities Corporation
- Theodore Saade, CFP
- Michaela Hurtienne, CFP
- Charles Winn, CFAJ.P. Morgan Securities LLC