JESSE THURBER
JESSE THURBER
About Me
Jesse is a Financial Advisor with 15 years of experience currently serving Pasadena and the greater Los Angeles markets. Utilizing an in-depth analysis of clients' unique goals, time horizon, income needs, and tolerance for risk, Jesse customizes easy-to-understand financial plans to help meet the needs of individuals and their families.
Prior to joining the BMO Investment Services team, Jesse worked as a Financial Advisor with Merril Lynch. Jesse earned a Bachelor of Science degree in Business Administration from Chapman University. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds securities licenses 7 and 66 through LPL Financial along with his life, health, and variable contracts insurance licenses.
Jesse lives in Valencia with his wife. An outdoor enthusiast, he's passionate about golf, skiing, and hiking, embracing both sports and nature's beauty in his leisure time.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management