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Jonathon Francis Jesse

Spectrum Investment Advisors, Inc.

Mequon, WI

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Current Employers
Spectrum Investment Advisors, Inc.

6329 West Mequon Road, Mequon, WI 53092 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-06-04
  • WI RA
    APPROVED
    Since 2022-06-04

Branch Locations

6329 West Mequon Road, Mequon, WI 53092 • 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
Spectrum Investment Advisors, Inc. Mequon WI 02/2022 Present
Unemployed Mequon WI 04/2020 02/2022
International Housewares Association Rosemont IL 01/2016 03/2020
  • 02/2022 → Present
    Spectrum Investment Advisors, Inc.
    Mequon, WI
  • 04/2020 → 02/2022
    Unemployed
    Mequon, WI
  • 01/2016 → 03/2020
    International Housewares Association
    Rosemont, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-04
  • S65 Uniform Investment Adviser Law Examination
    2022-06-04

View on SEC IAPD

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Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · MEQUON, WI
LPL FINANCIAL LLC · MEQUON, WI
CHARLES SCHWAB & CO., INC. · Mequon, WI
OSAIC WEALTH, INC. · MEQUON, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Mequon, WI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MEQUON, WI
REINHART PARTNERS, LLC · MEQUON, WI
MADISON INVESTMENT ADVISORS, LLC · MEQUON, WI

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