Jesse Eves
Jesse Eves is a registered investment advisor at Eves&haines Wealth Management, based in Greeley, CO, with 12 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 20 clients with $4.9M 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 $1.0M | 0.65% |
| $1M+ | 0.50% |
Fees are calculated daily and billed quarterly in arrears.
Fee Estimator
Location
4627 W. 20th St Rd, Suite B, Greeley, CO, 80634
Get directionsHistory
Regulatory History (1)
Criminal
May 2005Other Business ActivitiesSells Insurance
Jesse is a 50% owner of Eves&Haines Wealth Management Group, Inc., a sister company to his advisory firm. This company is a broker for life insurance and fixed/indexed annuities.
Employment History
Current Registrations
Eves&haines Wealth Management
Previous Registrations
Mwa Financial Services INC.Broker
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
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