Jesse Bristow is a registered investment advisor at X Advisors, LLC, based in Denver, CO, with 6 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 275 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
X Advisors charges a maximum annual fee of 2.50% for asset management services. The specific fee is based on the scope and complexity of each client's circumstances and is outlined in the advisory agreement. Fees are billed monthly in advance, based on the value of the account on the last business day of the previous month. Fees are negotiable and deducted from client accounts.
Location
600 S. Cherry Street #226, Denver, CO, 80246
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jesse coaches youth baseball, dedicating about 10-20% of his time to this activity. He also has roles at Paxton Consulting Group, X Advisors, and Advisor Associate, all related to account servicing, but these roles require minimal time.
Employment History
Current Registrations
X Advisors, LLC
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
Charles Schwab & CO., INC.Broker
Securities America, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations32 states
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