Jesse Steele has been Vice President/Chief Compliance Officer of Etesian Wealth Advisors since April 2019, is a control person of the firm and directly owns between 25% and 50% of it.
Etesian Wealth Advisors, Inc. is a West Linn, OR firm with $503M under management, 429 clients and 6 advisers across 3 offices, as of its March 2026 filing.
- – present · 8 yearsWEst Linn, OR · Adviser representative · Firm CRD 152127
Investment adviser representative registrations
Jesse Steele is registered as an investment adviser representative in 3 states. The first approvals date from December 2017; the most recent is California, in July 2019.
- CaliforniaSince 15 July 2019
- OregonSince 13 December 2017
- WashingtonSince 13 December 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 December 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jesse Jonathan Steele
- CRD
- 6864049
- Firm
- Etesian Wealth Advisors · CRD 152127
- Role
- Vice President/Chief Compliance Officer
- Office
- 1914 Willamette Falls Drive, #300, WEst Linn, OR 97068
- Registration
- Investment adviser registration
- In the industry since
- December 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Jesse Steele work?
Jesse Steele has been Vice President/Chief Compliance Officer of Etesian Wealth Advisors, Inc. since April 2019, and is a control person of the firm.
Is Jesse Steele a financial advisor?
Yes. Jesse Steele has a current investment-adviser registration in California, Oregon and Washington, through Etesian Wealth Advisors since December 2017.
How many years of experience does Jesse Steele have?
Jesse Steele has 8 years in the financial industry, since December 2017, across 1 adviser firm.
What exams has Jesse Steele passed?
Jesse Steele passed the Series 65 in December 2017.
Where is Jesse Steele based?
Jesse Steele’s registered office is in WEst Linn, OR.
Is Jesse Steele registered with FINRA?
No. Jesse Steele has no current broker registration.
How can I verify Jesse Steele’s record?
Search CRD 6864049 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jesse Steele’s full registration record.