Jesse Cole
Jesse Cole is a registered investment advisor at Global Assets Advisory, LLC, based in Spokane Valley, WA, with 15 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,588 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees are charged at an annual rate up to 3.00% depending on the size of the relationship, transaction fee arrangements, and service complexity. Fees are negotiated between the client and the advisor.
Fee Estimator
Location
920 North Argonne Road, Spokane Valley, WA, 99212
Get directionsHistory
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 manages rental properties, dedicating a few hours per week. He also works as a well technician for AES-Houston Contracting Co. nearly full-time and as an independent contractor for Global View Capital Advisors, LLC, spending about 10-20% of his time marketing advisory and insurance services.
Employment History
Current Registrations
Global Assets Advisory, LLC
Previous Registrations
Global View Capital Management LLC
The Strategic Financial Alliance
State Registrations1 state
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
More Advisors
- Colson Cripps, CFP, ChFCEagle Strategies LLC
- David Lambo, CFPEdward Jones
- Terry Szilasi, ChFCForthright Capital
- James Bauman, CFPFarther
- Mark Lupton, CFPNorthwestern Mutual Investment Services,llc
- Joel White, CFP, ChFC