Jesse Balsimo

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2025 → Present
  Raymond James & Associates, Inc.
  Coeur D Alene, ID
• 07/2023 → Present
  Truvino Merchants
  Hayden, ID
• 01/2017 → Present
  Truvino Inc.
  Hayden, ID
• 04/2012 → 01/2017
  The Business Chain Inc.
  Stillwater, MN

Other Businesses

Yes same as the business mentioned above (in employment section): Truvino, Inc., Truvino Merchants, Blind LLC, Brew Cru Pty. Ldt. are all companies I own or have shares in, they operate in the wine business. Blind and Brew Cru are inactive. In addition and prior to starting with Raymond James, Truvino Merchants consults for JK Renewables. This company is a solar energy installation company. I/Truvino Merchants assists in helping wineries discover the grant money available to the agriculture / farms to install solar panels and power.

Exams

• S66 Uniform Combined State Law Examination
  2025-06-17