Jesse Wright
Jesse Wright is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Mitchell, SD, with 20 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
2605 N. Main, Mitchell, SD, 57301-1955
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2008Customer Dispute
September 2008Criminal
March 2003Other Business Activities
Jesse is the President of Spring Valley HOA, spending minimal time on annual meetings. He is also a board member for Dakota Alliance Soccer Club, dedicating a few hours per week to club oversight.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
Ameritrade, INC.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.