Jesse Orin Lownsbury
Investment adviser representative at Betterwealth LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$659.9MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Betterwealth LLCJul 2025 to now
- Modern Wealth Management, LLCMar 2025 to Jun 2025
- Wade Financial Advisory, Inc.Nov 2020 to Mar 2025
- Nelson StaffingSep 2019 to Sep 2020
- Poly Inc.May 2017 to Sep 2019
- PwcSep 2013 to Apr 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Betterwealth LLC
$659.9MAssets managed
378Clients
5Advisers
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
- 7395603
- Firm CRD
- 226661