JB
JB

Jesse Wayne Bristow

5 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
5 advisors
Number of Clients
275 clients
Average Client Portfolio
$691K average
Assets Under Management
$189.9M

Fee Structure

Financial Planning:Included in AUM fee
Loading...

Location

600 S. Cherry Street #226, Denver, CO, 80246

Get directions

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.

Learn about disclosures →
Other Business Activities

Jesse coaches youth baseball, dedicating about 10-20% of his time to this activity. He also has roles at Paxton Consulting Group, X Advisors, and Advisor Associate, all related to account servicing, but these roles require minimal time.

Employment History
Current Registrations
X Advisors, LLC
August 2025 - Present · 6 mos
Independent Financial Group, LLC
May 2024 - Present · 1 yr 9 mos
Independent Financial Group, LLCBroker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
March 2023 - February 2024 · 11 mos
Securities America, INC.Broker
December 2022 - January 2023 · 1 mo
Fidelity Brokerage Services LLCBroker
May 2019 - July 2022 · 3 yrs 2 mos
State Registrations32 states
ARAZCACODCDEFLGAHIIDILKSLAMAMDMIMONCNJNMNYOKPASDTNTXUTVAWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.