Jesse Joseph Dean

Employer firm

Vantage Point Wealth Management, LLC CRD 161166

$8.11M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers

Vantage Point Wealth Management, Llc

Saratoga Springs, UT • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2012-11-13

UT RA
APPROVED

Since 2012-11-13

Branch Locations

Saratoga Springs, UT • 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
Hornor Townsend & Kent	Mt. Laurel	NJ	11/2003	Present
Penn Mutual Life Ins Co	Mt Laurel	NJ	11/2003	Present
Vantage Point Wealth Management, Llc	Saratoga Springs	UT	11/2011	Present

11/2003 → Present

Hornor Townsend & Kent

Mt. Laurel, NJ
11/2003 → Present

Penn Mutual Life Ins Co

Mt Laurel, NJ
11/2011 → Present

Vantage Point Wealth Management, Llc

Saratoga Springs, UT

Other Businesses

VANTAGE POINT FINANCIAL SERVICES, LLC - LIFE INSURANCE, DISABILITY INSURANCE & ANNUITY SALES. 225 VINEYARD WAY, SARATOGA SPRINGS, UT 84045, PRESIDENT STARTING 09/2012, APPROXIMATELY 35% OF TIME APPLIED TO OTHER BUSINESS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-05-19
S63	Uniform Securities Agent State Law Examination	1992-06-23

S65 Uniform Investment Adviser Law Examination

2012-05-19
S63 Uniform Securities Agent State Law Examination

1992-06-23

Designations

Chartered Financial Consultant

Other Names

Jesse Joseph Dean

View on SEC IAPD