Jesse Blom
Jesse Blom is a CFP-designated registered investment advisor at Farther, based in San Francisco, CA, with 17 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
345 California Street, Suite 600, San Francisco, CA, 94104
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Regulatory History (1)
Regulatory
February 2014Other Business ActivitiesSells Insurance
Jesse is licensed to sell life and health insurance products as a sole proprietor. He dedicates about 10% of his time to this activity, which includes helping customers review policies, evaluate needs, select products, and service policies.
Employment History
Current Registrations
Farther
Previous Registrations
Brookside Wealth Planning
Lorintine Capital
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations2 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.