Jesse Smith Location
Los Angeles, CA, US
Jesse Smith Work
- 2017 - now Regional Vice President @ AXA Advisors, LLC
- 2015 - 2016 Financial Consultant @ Fidelity Investments
- 2012 - 2015 Financial Advisor @ Merrill Lynch
- 2007 - 2012 Financial Advisor @ Morgan Stanley
Jesse Smith Education
- Regents College, State University New York
Bachelor's degree
1993 - 1994 - U.S. Naval Academy1984 - 1988
Jesse Smith Skills
- Series 63
- Planning
- Accounting
- Fixed Income
- Marc
- Valuation
- Portfolio Management
- Investments
- Business Development
- Mortgage Lending
Jesse Smith Summary
Jesse Smith, based in Los Angeles, CA, US, is currently a Regional Vice President at AXA Advisors, LLC. Jesse Smith brings experience from previous roles at Fidelity Investments, Merrill Lynch and Smith Barney. Jesse Smith holds a 1993 - 1994 Bachelor's degree @ Regents College, State University New York. With a robust skill set that includes Series 63, Planning, Accounting, Fixed Income, Marc and more.
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