Jesse Boles is a registered investment advisor at Westend Advisors, LLC, based in Middletown, NJ, with 13 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 4,149 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees and terms are negotiable.
Fee Estimator
Location
Middletown, NJ
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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 Activities
Jesse is the owner and sole member of JRB Express Logistics, a local shipping company for the construction industry, since July 2024. He spends a few hours per week making deliveries.
Employment History
Current Registrations
Westend Advisors, LLC
Victory Capital Services, INC.
Victory Capital Services, INC.Broker
Previous Registrations
Equitable Distributors, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
PNC InvestmentsBroker
PNC Investments
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Adp Broker-Dealer, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Securian Financial Services, INC.Broker
State Registrations52 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.