JG
JG

Jesse Goertzen

2 Years of Experience
Fort Worth, TX
Broker

Jesse Goertzen is a registered investment advisor, based in Fort Worth, TX, with 2 years of industry experience.

Location

1 Firstcomm Plaza, Fort Worth, TX, 76109

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jesse is the Head Volleyball Coach for Minot High School, starting in 2019. This requires minimal time commitment.

Employment History
Current Registrations
First Command Brokerage Services, INC.
March 2024 - Present · 2 yrs 4 mos
First Command Advisory Services
March 2024 - Present · 2 yrs 4 mos
First Command Brokerage Services, INC.Broker
March 2024 - Present · 2 yrs 4 mos
Previous Registrations
Thrivent Investment Management INC.
August 2023 - December 2023 · 4 mos
Thrivent Investment Management INC.Broker
July 2023 - December 2023 · 5 mos
State Registrations5 states
MNNDOHTXWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Jesse Goertzen - Financial Advisor | TrueAdvisor