Jesse Bristow is a registered investment advisor at X Advisors, LLC, based in Denver, CO, with 6 years of industry experience. Jesse is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 659 clients with $230M 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 | 2.50% |
Maximum annual fee is 2.50%. Fees are negotiable and based on the scope and complexity of client circumstances.
Fee Estimator
Location
600 S. Cherry Street #226, Denver, CO, 80246
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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 Activities
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 Registrations33 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
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