Best Investors Account Sign in
Inactive

Jesse Jonathan Steele

Etesian Wealth Advisors, Inc.

West Linn, OR

Claim This Profile
Current Employers
Etesian Wealth Advisors, Inc.

1969 Willamette Falls Drive, #200, West Linn, OR 97068 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-03
OR RA APPROVED 2025-01-03
WA RA APPROVED 2017-12-13
  • CA RA
    APPROVED
    Since 2025-01-03
  • OR RA
    APPROVED
    Since 2025-01-03
  • WA RA
    APPROVED
    Since 2017-12-13

Branch Locations

1914 Willamette Falls Drive, #300, West Linn, OR 97068 • 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
Etesian Wealth Advisors Lake Oswego OR 01/2017 Present
Gand Del Mar San Diego CA 08/2007 12/2016
L'aUberge Del Mar Del Mar CA 05/2010 12/2016
Etesian Wealth Advisors Lake Oswego OR 01/2025 Present
  • 01/2017 → Present
    Etesian Wealth Advisors
    Lake Oswego, OR
  • 08/2007 → 12/2016
    Gand Del Mar
    San Diego, CA
  • 05/2010 → 12/2016
    L'aUberge Del Mar
    Del Mar, CA
  • 01/2025 → Present
    Etesian Wealth Advisors
    Lake Oswego, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-12
  • S65 Uniform Investment Adviser Law Examination
    2017-12-12

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
PACIFIC COAST INVESTMENT ADVISORS, LLC
TWM WEALTH MANAGEMENT CORP
LOOKAHEAD WEALTH LLC
VERIDAN WEALTH
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Other Investors

SCOTT MATTHEW MCDONALD
RYAN JOSEPH MURPHY
Benjamin W Wright
STANLEY CLAYTON LOCHRIE
JACOB CHARLES SCARMINACH
MICHAEL ALLEN RUE
MARIE MAGDALENA TAYLOR
GEORGE LESTER TAYLOR

Other Offices

LPL FINANCIAL LLC · WEST LINN, OR
PACIFIC COAST INVESTMENT ADVISORS, LLC · WEST LINN, OR
ETESIAN WEALTH ADVISORS, INC. · WEST LINN, OR
TWM WEALTH MANAGEMENT CORP · WEST LINN, OR
LOOKAHEAD WEALTH LLC · WEST LINN, OR
VERIDAN WEALTH · WEST LINN, OR
EDWARD JONES · WEST LINN, OR
AMERIPRISE FINANCIAL SERVICES, LLC · West Linn, OR

More in West Linn, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor