Jesse Alexander Studyvin
Investment adviser representative at Money Concepts Advisory Service
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$4.1BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Cornerstone Tax PlanningAug 2025 to now
- Money Concepts Capital CorpAug 2019 to now
- Schofield Enterprises IncMay 2019 to now
- Valparaiso UniversityJun 2015 to May 2019
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Money Concepts Advisory Service
Legal name: Money Concepts Capital Corp
$4.1BAssets managed
17,032Clients
386Advisers
35 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
- 6972661
- Firm CRD
- 12963