Jesse Alexander Brownfield

Current Employers

Sequent Planning, Llc

8807 Indian Hills Drive, Omaha, NE 68114 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-04-23

FL RA
APPROVED

Since 2026-04-23

Branch Locations

8807 Indian Hills Drive, Omaha, NE 68114 • United States

Tampa, FL • 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
Baytrust Wealth Management	Tampa	FL	01/2026	03/2026
Baytrust Financial	Tampa	FL	01/2024	Present
Phase Financial	Greensburg	IN	01/2019	12/2023
Royal United Mortgage	Indianapolis	IN	01/2018	12/2018
United States Military Academy	West Point	NY	01/2016	12/2017
Sequent Planning Llc	Tampa	FL	04/2026	Present

01/2026 → 03/2026

Baytrust Wealth Management

Tampa, FL
01/2024 → Present

Baytrust Financial

Tampa, FL
01/2019 → 12/2023

Phase Financial

Greensburg, IN
01/2018 → 12/2018

Royal United Mortgage

Indianapolis, IN
01/2016 → 12/2017

United States Military Academy

West Point, NY
04/2026 → Present

Sequent Planning Llc

Tampa, FL

Previous Registrations

2026-01-08 → 2026-03-12

Baytrust Wealth Management, Llc

Tampa, FL

Other Businesses

INSURANCE AGENT SINCE 09/2020, EFFECTING INSURANCE TRANSACTIONS IN FIXED ANNUITIES AND LIFE INSURANCE. TIME SPENT 80 HOUR MONTH, 70 HOURS DURING TRADING. INVESTMENT RELATED ACTIVITY.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-14

S65 Uniform Investment Adviser Law Examination

2025-10-14

View on SEC IAPD