Jesse Mackey has been Chief Executive Officer, Chief Compliance Officer, Chief Investment Officer, Shareholder of 4Thought Financial Group since December 2010, is a control person of the firm and directly owns between 25% and 50% of it. Jesse Mackey holds an MBA from Thunderbird School of Global Management and a Bachelor's degree in Economics from Colgate University.
4thought Financial Group Inc. is a Syosset, NY firm with $214M under management, 344 clients and 5 advisers in one office, as of its January 2026 filing.
Jesse Mackey is Chief Executive Officer/ Chief Investment Officer and a shareholder of 4Thought Financial Group. As head of the firm's portfolio management operations, he provides investment planning and portfolio management to affiliated financial advisors and partner firms. He is also director of the economic theory, research, and publishing at the firm and the former President/COO of National Network of Accountants Investment Advisors, Inc.
Jesse Mackey’s longest registration is the current one, 14 years at 4Thought Financial Group since 2012. Before joining 4Thought Financial Group in 2012, Jesse Mackey was registered through American Portfolios Advisors, Inc and Park Avenue Securities LLC.
- – present · 14 yearsSyosset, NY · Adviser representative · Firm CRD 162997
- American Portfolios Advisors, Inc– · under a yearHolbrook, NY · Adviser representative · Firm CRD 112697
- Park Avenue Securities LLC– · 3 yearsWoodbury, NY · Adviser representative · Firm CRD 46173
Investment adviser representative registrations
Jesse Mackey is registered as an investment adviser representative in 6 states. The first approvals date from June 2012; the most recent is New York, in August 2021.
- CaliforniaSince 1 June 2012
- ConnecticutSince 11 July 2012
- FloridaSince 30 July 2012
- MassachusettsSince 12 June 2012
- New JerseySince 14 June 2012
- New YorkSince 30 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 9 July 2008 |
| Series 66 | Uniform Combined State Law Examination | 18 May 2007 |
| Series 7 | General Securities Representative Examination | 27 April 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 May 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 April 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jesse Brian Mackey
- CRD
- 4646885
- Firm
- 4Thought Financial Group · CRD 162997
- Role
- Chief Executive Officer, Chief Compliance Officer, Chief Investment Officer, Shareholder
- Office
- 6851 JERICHO TURNPIKE, SUITE 120, Syosset, NY 11791
- Registration
- Investment adviser registration
- In the industry since
- April 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- 4tfg.com
Where does Jesse Mackey work?
Jesse Mackey has been Chief Executive Officer, Chief Compliance Officer, Chief Investment Officer, Shareholder of 4thought Financial Group Inc. since December 2010, and is a control person of the firm.
Is Jesse Mackey a financial advisor?
Yes. Jesse Mackey has a current investment-adviser registration in California, Connecticut, Florida, Massachusetts, New Jersey and New York, through 4Thought Financial Group since June 2012.
How many years of experience does Jesse Mackey have?
Jesse Mackey has 20 years in the financial industry, since April 2006, across 3 adviser firms.
What exams has Jesse Mackey passed?
Jesse Mackey has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 66 and Series 24. The earliest, the Series 6, was passed in April 2003. FINRA credited Jesse Mackey with the SIE, which began in October 2018.
Where did Jesse Mackey work before 4Thought Financial Group?
Before 4Thought Financial Group, Jesse Mackey was registered through Park Avenue Securities LLC, July 2008 to March 2012.
Where is Jesse Mackey based?
Jesse Mackey’s registered office is in Syosset, NY.
Is Jesse Mackey registered with FINRA?
No. Jesse Mackey has no current broker registration.
How can I verify Jesse Mackey’s record?
Search CRD 4646885 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jesse Mackey’s full registration record.
