Jesse Navarrete is a registered investment advisor at Zero Day Capital Enterprises LLC, based in West Point, NY, with 4 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, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 131 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The annual fee is negotiable.
Fee Estimator
Location
West Point, NY
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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.
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Jesse works as an auditor for Cahaba Safeguard Administrators, dedicating full-time hours to Medicare audits. He is also a partner in Make It Easy Financial, a small bookkeeping and tax firm, taking about 35-50 hours per month for tax advising services.
Employment History
Current Registrations
Zero Day Capital Enterprises LLC
Previous Registrations
Excel Wealth Management, LLC
Foresters 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.