Jesse David Uttendorfer
Investment adviser representative at Marshall + Sterling Wealth Advisors, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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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
- Pension consulting
Experience
13 years in the industry.
- Marshall + Sterling Wealth Advisors, Inc.Aug 2021 to now
- LPL Financial, LLCNov 2018 to now
- Marshall & Sterling Wealth Advisors, Inc.Oct 2018 to now
- Kitu Life, Inc.Aug 2018 to Feb 2022
- AXA Advisors, LLCJun 2017 to Oct 2018
- New Jersey Institute of TechnologySep 2013 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NY).
Marshall + Sterling Wealth Advisors, Inc.
$1.6BAssets managed
902Clients
10Advisers
12 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
- 6903326
- Firm CRD
- 164345