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.
Visionary Horizons, LLC is committed to building a nationally competitive firm by establishing Community Family Offices™ for advisors to bring sophisticated wealth management strategies to local offices. Visionary Horizons' employees and advisors will not only have a fiduciary duty to clients, but also a profound and deep personal responsibility to the long-term wellbeing of the family relationships we serve.
General Information |
| Firm Start Year: | 1925 | |
| automated call: | Yes |
| Name of Broker/Dealer: | LPL |
| States Licensed in: | TN, FL |
| Number of Years with Current Firm: | 1 |
| 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 |
Services |
| Investment Types: | Stocks, Bonds, Options & Futures, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Email, Phone, Our Office, Your Office, Your Home, Video Conference |
Qualifications & Memberships |
| 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 |
Board Positions |
| Organization : | Leadership Sevier/Leadership Tomorrow, Sevier County, TN |
| Position : | Board Member |
| Duration : | 4/1/2022-Present |
Education |
| Bachelor of Science in Business - Business | University of Tennessee 8/16/2002-12/4/2011 |
Disclosures |
|
p>WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor 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 |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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