Jesse has more than a decade of experience in the financial services industry during some very interesting times and eventful markets. He earned a Business Administration degree with an option in Management from Montana State University-Billings. Jesse is a successful graduate of the Morgan Stanley Professional Foundations Program. Through additional training, he attained an ERISA 408(g) Advisor certificate. Jesse offers wealth building services with access to a multitude of available products within Osaic Wealth, Inc. Jesse practices a long-term strategy by recommending buying and holding quality businesses and uses a few outside money managers who do the same. Similarly, Jesse can offer numerous potentially tax-free solutions as well, including funds that invest in quality municipal bonds from financially secure states.
Jesse's goal is to become an important part of a client's life and family. His clients are business owners, property owners, professionals, and individuals of any age in all walks of life. Jesse has clients who are beginning to plan for retirement as well as those who are succeeding during retirement. At the end of the day, Jesse truly respects and cares for each of his clients!
Jesse Norman is a Dave Ramsey SmartVestor Pro. Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with Osaic Wealth and is not sponsored or endorsed by Osaic Wealth.