JB
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
20 advisors
Number of Clients
4,002 clients
Average Client Portfolio
$425K average
Assets Under Management
$1.7B
Fee Structure
This brochure supplement does not contain any fee information. Contact WestEnd Advisors for fee details.
Areas of Practice
Investment Management
Loading...
Advisor Information
Office location
Middletown, NJ
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jesse is the owner and sole member of JRB Express Logistics, a local shipping company for the construction industry, since July 2024. He spends a few hours per week making deliveries.
Employment History
Current Registrations
Westend Advisors, LLC
April 2025 - Present · 9 mos
Victory Capital Services, INC.
April 2025 - Present · 9 mos
Victory Capital Services, INC.Broker
April 2025 - Present · 9 mos
Previous Registrations
Equitable Distributors, LLCBroker
January 2020 - October 2023 · 3 yrs 9 mos
Wells Fargo Clearing Services, LLC
February 2014 - September 2018 · 4 yrs 7 mos
Wells Fargo Clearing Services, LLC Broker
February 2014 - September 2018 · 4 yrs 7 mos
PNC Investments
November 2012 - December 2013 · 1 yr 1 mo
PNC Investments Broker
November 2012 - December 2013 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2011 - September 2011 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
February 2011 - September 2011 · 7 mos
Adp Broker-Dealer, INC.Broker
October 2010 - January 2011 · 3 mos
UBS Financial Services INC.
April 2009 - July 2010 · 1 yr 3 mos
UBS Financial Services INC. Broker
May 2008 - July 2010 · 2 yrs 2 mos
Securian Financial Services, INC.Broker
January 2008 - April 2008 · 3 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.