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Jesse Preston Hindson

Assembly Wealth

Mill Valley, CA

CRD 7234426

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Employer firm

Assembly Wealth CRD 108834

$337M regulatory AUM 209 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
Assembly Wealth

319 Miller Avenue, Mill Valley, CA 94941 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-25
  • CA RA
    APPROVED
    Since 2024-07-25

Branch Locations

319 Miller Avenue, Mill Valley, CA 94941 • 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
OrganizationCityStateFromTo
Incline Investment Advisors, Llc Incline Village NV 02/2020 06/2024
Big Water Grille Incline Village NV 07/2017 10/2020
Incline Investment Management, Llc Incline Village NV 08/2019 06/2024
Vail Resorts Retail Truckee CA 11/2016 04/2017
Action Water Sports Incline Village NE 06/2016 09/2016
Sierra Nevada College Incline Village NV 08/2015 05/2019
Assembly Wealth Mill Valley CA 07/2024 Present
  • 02/2020 → 06/2024
    Incline Village, NV
  • 07/2017 → 10/2020
    Big Water Grille
    Incline Village, NV
  • 08/2019 → 06/2024
    Incline Investment Management, Llc
    Incline Village, NV
  • 11/2016 → 04/2017
    Vail Resorts Retail
    Truckee, CA
  • 06/2016 → 09/2016
    Action Water Sports
    Incline Village, NE
  • 08/2015 → 05/2019
    Sierra Nevada College
    Incline Village, NV
  • 07/2024 → Present
    Mill Valley, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-12
  • S65 Uniform Investment Adviser Law Examination
    2020-02-12
Designations
  • Certified Financial Planner

View on SEC IAPD

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