Jesse Eves
Jesse Eves is a registered investment advisor at Eves&haines Wealth Management, based in Greeley, CO, with 12 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 20 clients with $4.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.65% |
| $1M+ | 0.50% |
Fee Estimator
Location
4627 W. 20th St Rd, Suite B, Greeley, CO, 80634
Get directionsHistory
Regulatory History (1)
Criminal
May 2005Other Business ActivitiesSells Insurance
Jesse is a 50% owner of Eves&Haines Wealth Management Group, Inc., a sister company to his advisory firm. This company is a broker for life insurance and fixed/indexed annuities.
Employment History
Current Registrations
Eves&haines Wealth Management
Previous Registrations
Mwa Financial Services INC.Broker
State Registrations1 state
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.