Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
52,688 clients
Average Client Portfolio
$123K average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

Brookline, MA

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Jesse is a member at large to the board of directors for Young Israel of Brookline, a synagogue. He dedicates minimal time to this activity.

Employment History
Current Registrations
Fidelity Institutional Wealth Adviser LLC
August 2024 - Present · 1 yr 6 mos
Fidelity Distributors Company LLC
July 2024 - Present · 1 yr 7 mos
Fidelity Distributors Company LLCBroker
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
April 2022 - June 2025 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2019 - January 2022 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2017 - January 2022 · 5 yrs
State Registrations2 states
MATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.