Menu
advisor

Jesse Christensen

Cherry Lane Capital

Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

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,
Compliance

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Other