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Jesse Buchanan

Principal and Investment Advisor Representative at Main Advisory

Investment adviser registrationUpdated

Jesse Buchanan is Principal and Investment Advisor Representative of Main Advisory, Inc., a Canonsburg investment adviser managing $163M. Jesse Buchanan has been registered as an investment adviser representative through Main Advisory since 10 October 2023, has 10 years in the industry across 2 firms and has passed the Series 63, Series 6 and Series 65.

10
Years in industry
3
Years at firm
2
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Jesse Buchanan has been Principal and Investment Advisor Representative of Main Advisory since April 2025, is a control person of the firm and directly owns between 25% and 50% of it.

Main Advisory, Inc. is a Canonsburg, PA firm with $163M under management, 214 clients and 2 advisers across 2 offices, as of its February 2026 filing.

Jesse Buchanan’s longest registration was 6 years at Prudential Financial Planning Services (2017–2023). Before joining Main Advisory in 2023, Jesse Buchanan was registered through Prudential Financial Planning Services.

  1. – present · 3 years
    Adviser representative · Firm CRD 328040
  2. Prudential Financial Planning Services
    – · 6 years
    Canonsburg, PA · Adviser representative · Firm CRD 5685

Credentials and registrations

Investment adviser representative registrations

Jesse Buchanan is registered as an investment adviser representative in 2 states. The first approvals date from October 2023; the most recent is Virginia, in September 2025.

  • PennsylvaniaSince 10 October 2023
  • VirginiaSince 18 September 2025

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 653 April 2017
Name
Uniform Investment Adviser Law Examination
Series 616 June 2016
Name
Investment Company Products/Variable Contracts Representative Examination
Series 6313 April 2016
Name
Uniform Securities Agent State Law Examination

Key facts

Full name
Jesse Grant Buchanan
CRD
6623353
Firm
Main Advisory · CRD 328040
Role
Principal and Investment Advisor Representative
Registration
Investment adviser registration
In the industry since
June 2016
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jesse Buchanan work?

Jesse Buchanan has been Principal and Investment Advisor Representative of Main Advisory, Inc. since April 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 19 February 2026

Is Jesse Buchanan a financial advisor?

Yes. Jesse Buchanan has a current investment-adviser registration in Pennsylvania and Virginia, through Main Advisory since October 2023.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Jesse Buchanan have?

Jesse Buchanan has 10 years in the financial industry, since June 2016, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Jesse Buchanan passed?

Jesse Buchanan has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in April 2016. FINRA credited Jesse Buchanan with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Is Jesse Buchanan registered with FINRA?

No. Jesse Buchanan has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Jesse Buchanan’s record?

Search CRD 6623353 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jesse Buchanan’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Main Advisory

Sources

  1. IAPD individual record, CRD 6623353, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Main Advisory, Inc., filed 19 February 2026. Title, control and ownership bands.