Jesse Giordano is a CFP-designated registered investment advisor, based in Jericho, NY, with 22 years of industry experience.
Location
2 Jericho Plaza, Suite 204, Jericho, NY, 11753
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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 ActivitiesSells Insurance
Jesse is a founding partner at Opal Wealth Advisors since 2019, dedicating full-time hours to this role. He is also an agent for fixed/traditional insurance through Wentworth Financial Partners, spending a few hours per week, and a member of several real estate holding and investment companies, spending minimal time on each.
Employment History
Current Registrations
Opal Wealth Advisors, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 states
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