Dan Eugene Jessop
Investment adviser representative at Andina Advisors
12 yearsExperience
1 stateRegistered in
$1.3BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Lg ResourcesApr 2024 to now
- Connect Financial LLCSep 2022 to now
- Andina AdvisorsApr 2022 to now
- Andina Capital Management, LLCApr 2022 to now
- Jessop Retirement ServicesJan 2014 to now
- Core Capital Wealth Management, LLCMar 2021 to Jun 2022
- Adams Wealth AdvisorsJul 2018 to Jul 2019
- Allegis Investment Services, LLCAug 2015 to Mar 2019
- Allegis Investment Advisors, LLCAug 2015 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (UT).
Andina Advisors
Legal name: Andina Capital Management, LLC
$1.3BAssets managed
711Clients
10Advisers
11 yearsIn 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
- 6010160
- Firm CRD
- 151762