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 Monthly

Global Insight Monthly cover - February 2025

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »

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