Jesse Daniel Psinas
Investment adviser representative at 210 Financial
10 yearsExperience
1 stateRegistered in
$242.8MFirm assets
2 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
- Seminars and workshops
Experience
10 years in the industry.
- Ae Wealth ManagementNov 2021 to now
- 210 FinancialApr 2021 to now
- Premier Dealer ServicesJul 2018 to now
- Mid-illini Auto CenterMay 2019 to Apr 2020
- UnemployedApr 2018 to Jul 2018
- Extreme Motors/o'brien Auto GroupJul 2016 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
210 Financial
Legal name: 210 Wealth Management, Inc.
$242.8MAssets managed
1,001Clients
5Advisers
2 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
- 7466785
- Firm CRD
- 328570