Jessy Gilger is a CFP-designated registered investment advisor at Verify Wealth, based in Middleton, ID, with 11 years of industry experience. Jessy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and may vary by client.
Fee Estimator
Location
Middleton, ID
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 →Employment History
Current Registrations
Verify Wealth
Previous Registrations
Gannett Wealth Advisors
Eagle Island Financial
Alliance Advisory & Securities, INC
Statheros Financial Solutions, INC.
Securities Service Network, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Edward Jones
Edward JonesBroker
State Registrations3 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.
Exams
More Advisors
- Richard Babineaux, CFPEdward Jones
- Ernest Csak, CFPMain Street Financial Solutions, LLC