Jesse Christensen

Cherry Lane Capital


Paladin Registry Member

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Paladin Research Report For:

Jesse Christensen

Cherry Lane Capital

Jesse Christensen, a financial fiduciary has been a Paladin Registry member since 2019. Jesse is the partner in Cherry Lane Capital . certifications and has over 10 years of experience. Jesse provides financial services to clients in the New York, New York area.

I. Snapshot

A. Registry Member
  • Since 2019
B. Years of Experience
  • 10
C. College Degrees
  • Syracuse University -
D. Certifications
  • None
E. Financial Fiduciary
  • Yes
F. Business Philosophy
G. Asset Requirement
  • $250,000

II. Contact Information

A. Key Contact
  • Did Not Answer
B. Main Location
  • 434 W 33rd Street
    New York, New York, 10001
C. Telephone
  • 646.859.2741

III. Internet

IV. Firm(s)

A. Name of Firm
  • Cherry Lane Capital
B. Relationship to Firm
  • Partner
C. Name of RIA
  • Cherry Lane Capital
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • Charles Schwab
  • Interactive Brokers

V. Credentials

A. Years of Financial Experience
  • 10 Years
B. College, Degrees, Years
  • Syracuse University -
C. Current Certifications
  • None
D. Association Memberships
  • None

VI. Registration, Licensing,

A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • State - New York
C. Industry Licenses
  • Securities License(s)
  • Other
D. Registration & License Numbers
  • CRD: 5540080
  • IARD: 288397
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: See List
    • Connecticut
    • Florida
    • New Jersey
    • New York
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
B. Minimum Asset Requirement
  • $250,000
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Monthly)
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business Pension Plans
  • Business (Taxable)
  • Endowments & Foundations
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Tax Advice & Services
C. Discretionary Asset Management
  • Discretionary and Non-Discretionary
D. Limited Engagement Services
  • None

IX. Certification

Advisor Name
  • Jesse Christensen
Most Recent Update:
  • Jun 2, 2020