Jesse Shaw is a CFA, CFP-designated registered investment advisor, based in Bradenton, FL, with 11 years of industry experience.
Location
7970 Cooper Creek Blvd., Bradenton, FL, 34201
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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 an independent insurance agent for various independent insurance companies since 2017, but spends no time on this activity. Jesse also works as an advisory representative of a Registered Investment Advisor, spending a full-time equivalent on this activity.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
David Vaughan Investments INC
State Registrations9 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.