Jesse R Leax
Investment adviser representative at Sequent Planning, LLC
14 yearsExperience
1 stateRegistered in
$589.5MFirm assets
8 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 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
- Seminars and workshops
Experience
14 years in the industry.
- Sequent Planning, LLCSep 2025 to now
- LPL Enterprise, LLCNov 2024 to Sep 2025
- The Prudential Insurance Company of AmericaJun 2023 to Nov 2024
- Pruco Securities LLCJan 2023 to Nov 2024
- Davis-fetch Corp of PaOct 2012 to Feb 2023
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
Sequent Planning, LLC
$589.5MAssets managed
6,015Clients
99Advisers
8 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
- 7703068
- Firm CRD
- 160381