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Paladin Research Report For:

Jesse Rivas

MainBridge Wealth

1919 Gallows Road
Suite 100
Vienna, VA 22182
301-547-4014

About Jesse Rivas

Meet Jesse Rivas, who is a Co-Founder and Financial Planner at MainBridge Wealth, where he combines his deep technical expertise with a passion for empowering individuals. A graduate of Howard University, Jesse's career journey began in accounting, where he specialized in audit, forensic accounting, and tax, handling both domestic and international cases. While he excelled in corporate finance, Jesse found greater fulfillment in working directly with individuals.

Recognizing the critical role of tax efficiency in wealth management, Jesse transitioned into financial planning. His strong foundation in accounting, including his leadership in Howard University's accounting tutoring program, allows him to bring a unique blend of technical knowledge and personalized service to his clients. Jesse's approach is strategic and tax-efficient, seeking to help clients maximize their wealth while mitigating tax burdens.

Jesse became a financial planner because he is passionate about results and about building the bridge between where you are and where you want to be. He believes that financial planning is the foundation of a well-lived life, and every account you own is a battery that powers your future. His mission is to create strategies that turn goals into realities, helping clients experience financial confidence and freedom.

For Jesse, financial planning is about more than just numbers it's about people. He loves getting to know his clients, understanding their unique stories, and being someone they can truly rely on. Whether it's guiding them through major financial decisions, helping manage their family's future, or working with the next generation, Jesse takes pride in knowing his clients can count on him. His goal is to build lasting relationships and provide the confidence that, no matter what, he's got their back.

Outside of work, Jesse has a passion for fitness and exercise. He believes in the importance of maintaining a balanced lifestyle and enjoys staying active to keep both his mind and body in top shape. When he's not in the office, you can often find him exploring the world and immersing himself in new cultures, such as Kyoto, Japan, his hands-down favorite place. Kyoto is old-timey and full of traditional charm think classic Japan with beautiful shrines, the stunning bamboo forest, and some of the best matcha he's ever had. It's far more traditional than most modern cities and gives you a real sense of Japan's history and culture. A close second is Peru, which, in Jesse's opinion, has the most diverse and flavorful cuisine in all of Latin America, amazing seafood, beef, rice dishes, soups, you name it. Peru's unique soil, once the heart of the Incan Empire, makes its crops unlike anywhere else. Plus, the cultural experience is rich, and the pisco sour is easily one of his favorite cocktails from any trip. Let him know if you've been to either of these places or if you're planning to go! He's always eager to share his experiences and hear about others' adventures.

See Disclosures

General Information

CRD#
  • 6774215
Firm CRD#
  • 8733
Name of Broker/Dealer
  • LPL Enterprise, LLC
States Licensed in
  • AL,AK,AR,CA,DE,DC,FL,GA,IL,IA,KY,MD,MA,MT,NJ,NC,OH,TX,VA,WV,WI
Years of Experience in Financial Services
  • 9
Number of Years with Current Firm
  • 1
Work Experience
  • MainBridge Wealth - Co-Founder & Financial Planner LPL Enterprise, LLC - Registered Representative & Investment Adviser Representative (11/2024 - Present) Prudential Financial Planning Services - Investment Adviser Representative (01/2018 - 11/2024) Pruco Securities, LLC - Registered Representative (07/2017 - 11/2024) Prior career in accounting specializing in audit, forensic accounting, and tax for domestic and international cases.
Work with the following types of clients
  • Individual Investors, Businesses
Advisory Services Provided
  • Investment Advice & Management, Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Estate Planning & Trusts, Portfolio Management, Financial Planning, Insurance Products & Annuities

Compliance

Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Securities Licenses
  • Series 7, Series 66, SIE

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). 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/edam/format/disclosure/a58-lple.pdf

Additional Detailed Disclosures

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

Disclaimer

Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA & SIPC, and an affiliate of LPL Financial. Financial professionals are licensed insurance agents of Prudential. These financial professionals are permitted to brand under Prudential. LPL Enterprise and LPL Financial are not affiliated with MainBridge Wealth or Prudential.