Jesse Li Email & Phone Number
Financial Planner @ Creative Planning
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Jesse Li Location
- Atlanta, GA, US
Jesse Li Work
- Financial Planner @ (December 2024 - Present)
- Associate Financial Planner @ (March 2024 - December 2024)
- Client Service Associate @ (June 2023 - March 2024)
- Asset Managment Group Analyst @ (August 2022 - May 2023)
- Commercial and Institutional Banking Intern @ (May 2021 - August 2021)
Jesse Li Education
- University of Georgia - Terry College of Business
Bachelor of Business Administration - BBA (Finance)
2018-2022 - South Forsyth High School 2014-2018
Jesse Li Summary
- Jesse Li, based in Atlanta, GA, US, is currently a Financial Planner at Creative Planning. Jesse Li brings experience from previous roles at Elwood & Goetz Wealth Advisory Group and PNC. Jesse Li holds a 2018 - 2022 Bachelor of Business Administration - BBA in Finance @ University of Georgia - Terry College of Business. Jesse Li has 2 emails and 1 mobile phone numbers on RocketReach.
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