JB

Jesse Richard Boles

13 Years of Experience

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
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Advisor Information

Office location

Middletown, NJ

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Regulatory 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.

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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
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jesse Richard Boles - Financial Advisor | AdvisorDiscover