Jesse Best

Current Employers

Employment History

• 01/2026 → Present
  White Oak Wealth
  Oakmont, PA
• 06/2020 → 03/2021
  Pruco Securities Llc
  Canonsburg, PA
• 07/2016 → 07/2017
  Lake Erie College
  Painesville, OH
• 08/2017 → 05/2020
  Ohio State University
  Columbus, OH
• 07/2017 → 07/2018
  Everhart Advisors
  Dublin, OH
• 01/2019 → 04/2019
  Ameriprise Financial
  Worthington, OH
• 11/2020 → 03/2021
  The Prudential Insurance Company Of America
  Canonsburg, PA
• 03/2021 → 05/2022
  Pnc Investments
  Pittsburgh, PA
• 06/2020 → 09/2020
  Battelle
  Columbus, OH
• 06/2022 → 06/2022
  Unemployed
  Pittsburgh, PA
• 07/2022 → 01/2024
  Avantax Investment Services Inc.
  Sewickley, PA
• 07/2022 → 01/2024
  Avantax Advisory Services
  Sewickley, PA
• 07/2022 → 01/2024
  Avantax Insurance Agency, Llc
  Sewickley, PA
• 07/2022 → 12/2023
  Mercadante & Company, P.C.
  Sewickley, PA
• 01/2024 → 12/2025
  The Huntington Investment Company
  Columbus, OH
• 12/2025 → Present
  White Oak Financial Services
  Oakmont, PA
• 01/2026 → Present
  Cetera Wealth Services
  El Segundo, CA
• 01/2026 → Present
  Cetera Investment Advisors
  Schaumburg, IL
• 03/2026 → Present
  Window Depot Usa
  Columbiana, OH

Previous Registrations

• 2024-01-17 → 2026-01-27
  The Huntington Investment Company
  Monroeville, PA
• 2022-07-13 → 2024-01-10
  Avantax Advisory Services
  Sewickley, PA
• 2021-03-23 → 2022-06-02
  Pnc Wealth Management Llc
  Pittsburgh, PA
• 2020-10-28 → 2021-03-12
  Pruco Securities, Llc.
  Canonsburg, PA

Other Businesses

1. NAME OF OTHER BUSINESS: WHITE OAK FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 12/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 2. NAME OF OTHER BUSINESS: OAKMONT BOULEVARD PROJECT INVESTMENT RELATED: NO ADDRESS: 767 5TH STREET OAKMONT, PA 15139 NATURE OF BUSINESS: CITY IMPROVEMENT START DATE: 07/2024 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: .5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ENSURE SAFETY BY MAINTAINING THOROUGHFARES BETWEEN THE BOULEVARDS AND ACROSS THE RAILROAD TRACKS. THE BOARD IS ALSO RESPONSIBLE FOR LIGHTING AND DECORATING OAKMONT FOR THE HOLIDAYS. 3. NAME OF OTHER BUSINESS: WINDOW DEPOT USA INVESTMENT RELATED: NO ADDRESS: 108 S MAIN ST COLUMBIANA OH 44408 NATURE OF BUSINESS: DEALER NETWORK FOR HOME IMPROVEMENT COMPANIES START DATE: 04/01/2026 POSITION/TITLE/RELATIONSHIP: BUSINESS DEVELOPMENT SPECIALIST APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: NEW DEALER PROSPECTING 4. NAME OF OTHER BUSINESS: WHITE OAK WEALTH INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 60, APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2020-10-27

Other Names

• Jesse Alan Best
• Jesse A Best