Jesse Jimerson

Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Advisory Services Network

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2025-01-15

OR RA
APPROVED

Since 2025-01-15

Branch Locations

Portland, OR • United States

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • 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
Ferguson Wellman Capital Management	Portland	OR	06/2019	09/2019
Wealth Factor, Llc	Lake Oswego	OR	09/2019	11/2019
Jimerson Armor, Llc	Portland	OR	01/2018	12/2019
Portland Japanese Garden	Portland	OR	06/2016	07/2017
Collins	Wilsonville	OR	06/2016	09/2016
College Student	Eugene	OR	09/2014	06/2019
Stifel	Portland	OR	02/2020	04/2021
Mercer Global Advisors	Portland	OR	05/2021	03/2022
Unemployed	Portland	OR	04/2021	05/2021
Lion Street Financial	Portland	OR	06/2021	03/2022
First Republic Securities Company, Llc	Portland	OR	03/2022	10/2023
First Republic Investment Management, Inc	Portland	OR	03/2022	10/2023
J.P. Morgan Securities Llc	Portland	OR	09/2023	01/2025
Jp Morgan Chase Bank, N.A.	Portland	OR	10/2023	01/2025
Advisory Services Network, Llc	Atlanta	GA	01/2025	Present

06/2019 → 09/2019

Ferguson Wellman Capital Management

Portland, OR
09/2019 → 11/2019

Wealth Factor, Llc

Lake Oswego, OR
01/2018 → 12/2019

Jimerson Armor, Llc

Portland, OR
06/2016 → 07/2017

Portland Japanese Garden

Portland, OR
06/2016 → 09/2016

Collins

Wilsonville, OR
09/2014 → 06/2019

College Student

Eugene, OR
02/2020 → 04/2021

Stifel

Portland, OR
05/2021 → 03/2022

Mercer Global Advisors

Portland, OR
04/2021 → 05/2021

Unemployed

Portland, OR
06/2021 → 03/2022

Lion Street Financial

Portland, OR
03/2022 → 10/2023

First Republic Securities Company, Llc

Portland, OR
03/2022 → 10/2023

First Republic Investment Management, Inc

Portland, OR
09/2023 → 01/2025

J.P. Morgan Securities Llc

Portland, OR
10/2023 → 01/2025

Jp Morgan Chase Bank, N.A.

Portland, OR
01/2025 → Present

Advisory Services Network, Llc

Atlanta, GA

Previous Registrations

2022-07-13 → 2025-02-10

J.P. Morgan Private Wealth Advisors Llc

Portland, OR

Portland, OR
2023-11-27 → 2025-01-12

J.P. Morgan Securities Llc

Los Angeles, CA

Portland, OR

San Francisco, CA

San Francisco, CA
2021-06-09 → 2022-04-05

Mercer Global Advisors Inc.

Portland, OR

Denver, CO
2021-01-21 → 2021-05-11

Stifel, Nicolaus & Company, Incorporated

Portland, OR

Other Businesses

1) Educational Foundation for Alpha Eta Delta of Chi Psi; Not investment-related; Eugene, OR; Educational foundation; Treasurer; 9/15/2023; 2 hours per month; 0 hours during securities trading; Monitor activity in bank accounts & help compile periodic reports. 2) Leje International: lumber trading business; learning operations since 01/2026. Time spent: 3 hours per month, 0 hours during securities trading. Not investment-related.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-12-22

S66 Uniform Combined State Law Examination

2020-12-22

Other Names

Jesse Jimerson
Jesse Warren Jimerson

View on SEC IAPD