Strengthening your financial securitySM


Value statement 

Jesse has been a licensed and registered financial advisor for 20 years, and is supported by experienced associates who handle client administrative needs. Previous to RBC Jesse has worked at investment firms such as Merrill Lynch and Piper Jaffray. Jesse focuses primarily on the fixed income marketplace and securities lending. He specializes in high credit quality tax-free municipal bonds, government agencies, and short term cash alternatives such as treasuries, agencies, and money market funds.  Jesse also specializes in lending.  He designs custom lending solutions and provides recommendations for low interest loans to help clients meet a variety of wealth accumulation and liquidity management goals.  Jesse fosters a wealth management plan to help clients meet needs and goals. He has been recognized in the Financial Time’s “Top 400 Financial Advisors”.


 

Global Insight Midyear Outlook

Global Insight Monthly cover - May 2025

Curves ahead

Major markets and economies will continue to navigate around Washington and Fed policies. On the road ahead, there are at least two new factors to consider. Read the Global Insight Monthly »

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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.

Latest Insights

Businessman with umbrella

H1 2025 equity recap: Business as unusual

Jul 08, 2025 | Kelly Bogdanova

While the stock market narrative may sound familiar—U.S. equities navigating waves of volatility on the way to new highs—the environment certainly was not. We examine four catalysts that held sway over performance and what lies ahead for investors.

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