Jesse Maust

Current Employers

Employment History

• 07/2017 → 08/2017
  Raymond James Financial Services Inc
  Bad Axe, MI
• 05/2013 → 07/2017
  Thumb National Bank And Trust Co
  Pigeon, MI
• 08/2017 → 12/2017
  Raymond James Financial Services Inc
  Bad Axe, MI
• 12/2017 → 11/2021
  Raymond James Financial Services Inc
  Bad Axe, MI
• 08/2019 → 10/2021
  Fieldstone Wealth Management
  Bad Axe, MI
• 11/2021 → 07/2022
  Everence Capital Management, Inc.
  Goshen, IN
• 01/2022 → 07/2022
  Foreside Financial Services, Llc
  Goshen, IN
• 07/2022 → 02/2025
  Concourse Financial Group Securities Inc
  Goshen, IN
• 11/2021 → Present
  (Dba) Everence
  Goshen, IN
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Goshen, IN
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-07-25 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Goshen, IN
  Goshen, IN
• 2017-12-19 → 2021-11-23
  Raymond James Financial Services Advisors, Inc
  Bad Axe, MI

Other Businesses

1. NAME OF OTHER BUSINESS: EVERENCE SERVICES DBA EVERENCE TRUST COMPANY OR EVERENCE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TRUST, FINANCIAL AND INSURANCE SERVICES START DATE: 11/2021 POSITION/TITLE/RELATIONSHIP: RETIREMENT SERVICES MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE INSURANCE, INVESTMENT AND FINANCIAL PLANNING SERVICES THROUGH EVERENCE TRUST COMPANY (A FEDERALLY CHARTERED SAVINGS BANK) AND CHARITABLE PLANNING SERVICES THROUGH EVERENCE FOUNDATION. 2. ROSEDALE BIBLE COLLEGE BOARD; Non-Investment Related; Irwin, OH; Bible College; 1) Trustee/Secretary; Began 07/2019; I serve as Chair of the Investment Oversight Committee. I have no authority over investments - I only oversee and monitor them. I have no individual authority over decisions made by the school. I assist as a board member with planning the capital campaign but do not market the campaign to potential donors. I will not (do not) make or promote any securities in this role. 3) Trustee/Treasurer; Start Date 11/2024; 5 hours per month; As treasurer I do not have authority over investments, access to funds or check writing ablility - I only oversee and monitor funds. As a board member, I assist with planning capital campaign but do not market the campaign.

Exams

• S66 Uniform Combined State Law Examination
  2017-12-15

Other Names

• Jesse T Maust
• Jesse Taylor Maust
• Jesse Maust