Jesse Ray Sills
Investment adviser representative at Md Financial Advisors / Vestment Financial
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$304.3MFirm 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
- Pension consulting
Experience
10 years in the industry.
- Md Financial Advisors / Vestment FinancialSep 2024 to now
- Md Financial / Vestment FinancialMay 2023 to now
- UnemployedAug 2022 to May 2023
- Md Financial / Vestment FinancialMay 2022 to Aug 2022
- University of Minnesota DuluthAug 2020 to Dec 2023
- UnemployedJun 2020 to May 2022
- Spring Lake Park High SchoolSep 2016 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Md Financial Advisors / Vestment Financial
Legal name: Vestment Financial LLC
$304.3MAssets managed
478Clients
13Advisers
7 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
- 7975418
- Firm CRD
- 168771