Jesse Jurgensen
Jesse Jurgensen
Licensed Client Services Advocate
Meet Jesse Jurgensen, a Licensed Client Services Advocate at Financial Voyages, with two and a half years of experience in the financial industry. Jesse began his career as a licensed investment representative at Vanguard, where he developed a strong foundation in client transactions.
In his current role, Jesse manages and executes client transactions, including contributions and withdrawals. He communicates effectively with clients regarding their money movement inquiries, providing timely updates on transaction statuses to ensure a smooth experience.
Jesse holds a bachelor’s degree in Enterprise Risk Management from Penn State University’s Smeal School of Business, graduating in May 2022. After completing his degree, he passed the SIE, Series 7, and Series 63 exam.
His focus is on fulfilling client requests efficiently and promptly, driven by the satisfaction of helping clients meet their financial goals.
Outside of the office!
Outside of work, Jesse enjoys golfing and spending time with his family during summer vacations in the Pocono Mountains. In winter, he travels across the country in search of the best mountains to snowboard.
A fun fact about Jesse is that he is the only redhead in his family.
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