Jesse Loveday

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About Jesse Loveday

Jesse Loveday has been in the financial services business his entire professional career. A business he believes is all about people. Everyone has different needs, therefore everyone needs personalized attention. Jesse views the ability to work with anyone as a Great blessing.

Jesse is a CRPC^® Chartered Retirement Planning Counselor, focused on helping the individuals he works with achieve all their financial goals. Jesse is like-minded in Visionary Horizons' approach that people matter more than their net worth.

When is Jesse has free time, which is seldom, he can be found at any sort of sporting activity-golf, football, basketball, baseball, or something with his church. His 3 children keep him on the go.

See Disclosures

General Information

Firm Start Year

1925

automated call

CRD#

6904492

Firm CRD#

6413

Name of Broker/Dealer

States Licensed in

TN, FL

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

TVAMP-LPL Financial- 7 years 3 months

Work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Advisory Services Provided

Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Money Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CRPC^®

Securities Licenses

Series 6, Series 7, Series 63, Series 65

Insurance and Annuity Licenses

HMO, Variable Annuity, Long Term Care, Variable Life, Life, Disability, Annuity, Accident, Casualty, Property, Health

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets, Commissions, Flat Fee

Education

Bachelor of Science in Business - Business

University of Tennessee
8/16/2002 -12/4/2011

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

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Paladin Research Report For:

Visionary Horizons Wealth Management