Jesse Grant Hansford
Investment adviser representative at Professional Planning & Wealth
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Jesse Grant Hansford? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Professional Planning & WealthOct 2026 to now
- Osaic Advisory ServicesJul 2022 to Oct 2026
- Triad AdvisorsJun 2020 to Jul 2022
- Triad Hybrid SolutionsJun 2020 to Jul 2022
- Travelers Rest Bancshares Inc.May 2012 to Jun 2020
- Raymond James Financial Services Advisors Inc.Jun 2011 to Jun 2020
- Raymond James Financial Services IncJun 2011 to Jun 2020
- Bank of Travelers RestMay 2011 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Professional Planning & Wealth
Legal name: Professional Planning & Wealth, LLC
$0Assets managed
0Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5461079
- Firm CRD
- 342089