Jesse Andrew Colgan
Investment adviser representative at Founders Financial Securities, LLC
10 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 assetsHourlySubscriptionFixed 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.
- Founders Financial Securities LLCSep 2022 to now
- Guided Wealth ManagementSep 2018 to now
- Next Financial Group, Inc.Sep 2020 to Sep 2022
- Martin & CompanySep 2017 to Sep 2018
- Snyders-lane, Inc.May 2017 to Sep 2017
- UnemployedAug 2016 to May 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
Founders Financial Securities, LLC
$4.1BAssets managed
9,870Clients
117Advisers
20 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
- 7028120
- Firm CRD
- 137945