Jesse J. Ickes, AIF®
Financial Advisor
A goal without a plan is a wish. Everyday I have the privilege to work with individuals and businesses—helping them develop and implement plans to work towards their long-term financial goals. Whether you’re young and just starting to plan or looking to transition into retirement, we are committed to you, your goals, and us helping you in all stages of life. Let’s meet and start a conversation.
Jesse was born and raised in Altoona, PA. After graduating from Altoona High he went on to study at The Pennsylvania State University. Since commencement, Jesse has worked as a financial professional and committed to helping his clients work toward their financial goals. He is involved in many non-profits within his community and is a member of the Altoona City Council. Jesse and his wife, Nicole are involved with their church. Jesse and his wife have three children: Samuel, Timothy, and Elizabeth.
SERVICES PROVIDED:
- Individual investment and retirement planning
- Group benefits and key-person buy-sells
- Retirement plans, such as: 401(k)s, defined-benefit pension plans, SIMPLE IRAs, 403(b)s and non-qualified deferred compensation plans
EDUCATION & CREDENTIALS:
- B.S. degree in Business, minor in Entrepreneurship - The Pennsylvania State University
- FINRA Series 7, 63 and 65 securities registrations
- Million Dollar Round Table (MDRT) member
INTERESTS:
I enjoy Crossfit, weightlifting, bowling, golfing and working around the house.
AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.
Million Dollar Round Table (MDRT) annual membership demonstrates qualifying production and meeting minimum production levels and pay annual dues. Quali?cation should not be perceived as a recommendation or an endorsement of services. Applicants must continue to submit proof of production by a certifying letter until achieving 10 years membership for Court of the Table. https://www.mdrt.org/join/member-requirements
2671561-012023