Jesse Bristow
Advisor at X Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
X Advisors, LLC
Location
Denver, CO 80246
Credentials
Series 63, Series 65
Industry experience
6 years
About
Jesse Bristow is a financial advisor at X Advisors, LLC in Denver, CO, holding Series 63 and Series 65 licenses with six years of industry experience. Prior to joining X Advisors, he worked at Charles Schwab, Advisor Group, Principal Financial Group, and Fidelity Brokerage Services. Outside of his financial career, he coaches youth baseball through Slammers Baseball. X Advisors, LLC is a seven-advisor team managing approximately $190 million for around 275 clients, including individuals, trusts, estates, business entities, and retirement plans. The firm offers comprehensive wealth management and financial planning services, utilizing a range of investment strategies and continuous portfolio monitoring.
Client services
Based on X Advisors, LLC
Financial planning
Portfolio management
Advisory consulting
Fee options
Financial planning services charged on a flat fee basis up to $10,000; consultation fees may be flat fees negotiated case-by-case
$0+: up to 2.50% annually (maximum) for Asset Management Services Not specified - Not specified: 0.40% to 0.50% annually for Defined Contribution Plan Services
Commission-based compensation for securities sales and insurance products by representatives who are registered representatives or insurance agents
Consultation services hourly rate typically $400-$500 per hour
Fee-only: Financial Planning Services charged as flat fees up to $10,000; consultation fees typically $400-$500 per hour or negotiable flat fee
Location
600 S Charry St Suite 226
Denver, CO 80246
Most active in
Jesse B has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
Independent Financial Group, LLC
2024 - Present (2 years)
Paxton Consulting Group
2024 - Present (2 years)
Cherry Creek Capital Management
2024 - Present (2 years)
Advisor Associate
2024 - Present (2 years)
X Advisors LLC
2024 - Present (2 years)
Charles Schwab
2023 - 2024 (1 year)
Advisor Group
2022 - 2022 (1 year)
Principal Financial Group
2022 - 2022 (1 year)
Unemployed
2022 - 2022 (1 year)
Fidelity Brokerage Services LLC
2019 - 2022 (3 years)
Slammers Baseball
2018 - Present (8 years)
HomeAdvisor
2017 - 2019 (2 years)
The Summit Interquest
2016 - 2017 (1 year)
Colorado Mountain Brewery
2016 - 2017 (1 year)
High West Distillery and Saloon
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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