Jesse Orin Lownsbury

Employer firm

Betterwealth LLC CRD 226661

$660M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2013 → 04/2017
  Pwc
  San Jose, CA
• 05/2017 → 09/2019
  Poly Inc.
  Santa Cruz, CA
• 09/2019 → 09/2020
  Nelson Staffing
  San Jose, CA
• 11/2020 → 03/2025
  Wade Financial Advisory, Inc.
  Cambell, CA
• 03/2025 → 06/2025
  Modern Wealth Management, Llc
  Lenexa, KS
• 07/2025 → Present
  Betterwealth Llc
  San Jose, CA

Previous Registrations

• 2025-04-01 → 2025-06-13
  Modern Wealth Management, Llc
  Kansas City, MO
  Campbell, CA
• 2023-07-27 → 2025-03-28
  Wade Financial Advisory, Inc.
  Campbell, CA

Other Businesses

Awakening Church; Treasurer/ Board member; Investment related; 1210 S Bascom Ave San Jose CA 95128; Description: I serve as a unpaid volunteer board member and treasurer for our church (Awakening Church). We do not have any brokerage or investment accounts; however, I have helped to ensure our savings are in higher yielding accounts.; 2022-01-01; 2 Hours per month devoted to business during trading hours; 12 Hours per month devoted to business outside trading hours; No yearly compensation expected to be derived from the business.

Designations

• Certified Financial Planner

Other Names

• Jesse Lownsbury