Jesse Grant Buchanan
Investment adviser representative at Main Advisory, Inc.
10 yearsExperience
2 statesRegistered in
$162.7MFirm assets
3 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 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
10 years in the industry.
- Main Advisory, Inc.Oct 2023 to now
- Roadmap Financial Solutions Group, LLCJul 2023 to now
- Prudential Insurance Company of AmericaJul 2016 to Oct 2023
- Pruco Securities, LLC.Mar 2016 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (PA, VA).
Main Advisory, Inc.
$162.7MAssets managed
214Clients
2Advisers
3 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
- 6623353
- Firm CRD
- 328040