Jesse Bristow
With over 5 years of industry experience in various roles, including valuable tenures at
Fidelity Investments and Charles Schwab, I've dedicated myself to mastering the intricacies of
finance. During my time at Fidelity, I excelled in my role and was promoted onto a small,
tight-knit, Private Client team. Providing only the most exceptional, white glove, service to
the needs of ultra-high-net-worth clients. My role involved using my skills in a fast-paced
environment, with not only attention to detail but the ability to build long lasting
relationships, collaborating closely with advisors and clients to optimize their account
servicing experience. I pride myself on my expertise in market mechanics, trading strategies,
options, margin, and retirement accounts.
Outside of work, my dedication extends beyond the financial industry. For the past eight years,
I've been involved in coaching youth and high school baseball with a travel organization here in
Denver. The experience of coaching and leadership has been incredibly rewarding. Guiding these
young men to grow and develop both on and off the field brings me immense joy and fulfillment,
keeping me young at heart.
Born and raised in Los Angeles, California, my love for baseball fueled my journey, leading me
to play the game I love into college as a division 1 athlete. After experiencing life in various
places across the country, I settled in Colorado in 2013 to continue my education and playing
career at Colorado State University Pueblo. In these 10 short years, I've grown to love the
scenic beauty of Colorado and the warmth of its people.
In every aspect of my life, whether on the field or in the financial world, my goal is to make a
positive impact. I believe in the power of mentorship to help individuals achieve their full
potential. I'm committed to continuing my growth in the financial industry, utilizing my
expertise to provide comprehensive life and financial planning services that enhance the lives
of those I serve.
Finra Series 7, 63