Meet Jesse Waters
I've worked in finance for over 30 years, developing in-depth industry knowledge by providing technology to asset managers and financial institutions to power their investment strategies. As a financial advisor, I now put that experience to work helping clients make informed decisions about their wealth and define their financial future.
My career as a financial advisor began at Merrill Lynch's Palo Alto office. I later transitioned to become an independent advisor affiliated with LPL Financial.
I have a bachelor's degree in economics from the University of Vermont and received a personal investment advisor certification from Merrill Lynch. I currently hold Series 7 and 66 securities licenses through LPL Financial as well as Life, Health and Variable Annuity Insurance licenses in California. I continue to keep up to date on current tax changes and strategies through ongoing courses and seminars.
I now live in San Mateo, California, with my wife and two children, after spending much of my career in New York City. Outside of finance, I enjoy hiking, biking and taking trips with my family. I also seek opportunities to give back to the community through local charities.
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Check my background at FINRA
A Different Approach to Work
As an independent advisor, I'm not tied to the products, quotas, or agendas of a large corporation. That independence lets me specialize my services around my clients and be aligned with their success.
I also don't have a traditional office — and that's by design.
I’ve built my practice around convenience and flexibility, using secure video meetings to connect with clients. They make it easy to meet whenever you are, without the drive, the waiting room, or having to carve a half day out of your schedule.
When in-person meeting makes more sense, I’m happy to come to you, whether that’s your home, your workplace, or another location that works best for you.
Working from a home office allows me to focus on what matters most: providing personalized advice while making the process as simple and efficient as possible for you.
