Jesse James Giordano

Current Employers

Opal Wealth Advisors, Llc

2 Jericho Plaza Suite 208, Jericho, NY 11753 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-02-03
TX	RA	APPROVED_RES	2019-01-18

NY RA
APPROVED

Since 2021-02-03
TX RA
APPROVED_RES

Since 2019-01-18

Branch Locations

2 Jericho Plaza, Suite 204, Jericho, NY 11753 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney	Great Neck	NY	10/2009	01/2019
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	01/2019
Opal Wealth Advisors	Jericho	NY	01/2019	Present
Purshe Kaplan Sterling Investments	Albany	NY	01/2019	Present

10/2009 → 01/2019

Morgan Stanley Smith Barney

Great Neck, NY
01/2015 → 01/2019

Morgan Stanley Private Bank, National Association

New York, NY
01/2019 → Present

Opal Wealth Advisors

Jericho, NY
01/2019 → Present

Purshe Kaplan Sterling Investments

Albany, NY

Previous Registrations

2009-10-23 → 2019-01-29

Morgan Stanley

Great Neck, NY
2007-05-29 → 2009-11-19

Citigroup Global Markets Inc.

Plainview, NY

Plainview, NY

Sea Cliff, NY

Plainview, NY

Glen Head, NY
2004-09-28 → 2007-05-29

Citicorp Investment Services

Glen Head, NY

Glen Head, NY
2004-04-21 → 2004-08-19

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Garden City, NY

Other Businesses

1) Opal Wealth Advisors. Investment Related - 2 Jericho Plaza, NY 11753. RIA, Financial Advisor. Start 1/2019. 200hrs/mo, 160/hrs during trading hours. Founding Partner. 2) Wentworth Financial Partners. Non-Investment Related. 18 Corporate Woods Blvd, Albany NY 12211. Fixed/Traditional Insurance, Agent. Start 1/2019. 5hrs/mo, 1/hr during trading hours. 3) JG EK Holdings, LLC. Investment Related. 17 Margaret St Glen Cove, NY 11542. Real Estate Holding Co, Member. Start 8/2011. 1hr/mo, 0 during trading hours. Collect Rent. 4) 39 ACAD LLC. Investment Related. 17 Margaret St Glen Cove, NY 11542. Real estate holding Co, Member. Start 3/2007. 1hr/mo, 0 during trading hours. Collect rent. 5) 76 Beattie Ave, LLC. Investment Related. 17 Margaret St Glen Cove, NY 11542. Real estate holding Co, Member. Start 4/2011. 1hr/mo, 1 during trading hours. Collect rent. 6) 188 Highland, LLC. Investment Related. 17 Margaret St Glen Cove, NY 11542. Real estate holding Co, Member. Start 2/2007. 1hr/mo, 1 during trading hours. Collect rent. 7) JG Realty Projects, LLC. Investment Related. 17 Margaret St Glen Cove, NY 11542. Real estate lending and Investment Co, Member. Start 4/2014. 1hr/mo, 0 during trading hours. Supervisor & Management.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-04-20

S66 Uniform Combined State Law Examination

2004-04-20

Designations

Other Names

Jesse Giordano

View on SEC IAPD

Current Employers

Opal Wealth Advisors, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews