Jesse King
Advisor at Merrill
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
Merrill
Location
Virginia Beach, VA 23452
Credentials
Series 63, Series 65
Industry experience
15 years
About
Jesse King is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings extensive experience in the financial services industry, having worked as an analyst and portfolio manager at American Capital Advisory and analyzed private investments for a closely-held corporation. Jesse focuses on delivering comprehensive, planning-based financial strategies tailored to both clients’ current needs and long-term goals, maintaining a consistent commitment to acting in their best interests.
Jesse holds the Chartered Financial Analyst (CFA) designation and is a Certified Private Wealth Advisor (CPWA) as well as a Personal Investment Advisor (PIA). He earned both his bachelor's and master’s degrees from the University of Queensland in Australia, where he graduated as Valedictorian of his postgraduate honors program with first-class honors, majoring in finance and accounting. Outside of his professional role, Jesse enjoys golfing, skiing, playing tennis, and spending time outdoors with his family in Virginia Beach.
Client services
Based on Merrill
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Location
208 Golden Oak Ct
Virginia Beach, VA 23452
Most active in
Jesse K has reported serving >5 clients in these states in the last 12 months.
Texas · Virginia
Work history
Bank Of America, N.a.
2013 - Present (13 years)
Merrill
2012 - Present (14 years)
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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.
David W
Series 63, Series 65
Chesapeake, VA
Nexus Wealth Management, LLC
Allison D
CFP®, Series 63
Virginia Beach, VA
Haven Financial Partners LLC
John K
Series 65
Norfolk, VA
Coastal Asset Management LLC
Andrew W
Series 66
Norfolk, VA
Wallach Planning & Investments
Linda R
CFP®
Virginia Beach, VA
Planning Within Reach, LLC
Louis L
Series 63, Series 65
Virginia Beach, VA
Stages Planning Group, LLC
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