JESSE ABERCROMBIE

Jesse Abercrombie has practiced wealth management in the Dallas-Fort Worth area for over 22 years. Growing up, his grandfather - a farmer and businessman in Marshall, Texas - was his hero. This inspiration led Jesse to pursue the Certified Exit Planning Advisor® (CEPA®) designation, enabling him to serve business owners across the country as they transition their companies, whether to the next generation or to new owners. Whether through internal transfers, such as an ESOP or external transitions, such as an M & A strategy, Jesse brings the knowledge and a dedicated team to guide business owners in making the most informed decisions about their exit strategies.

In addition to his work with business owners, Jesse also advises individual clients, helping them determine the most appropriate financial and retirement savings strategies tailored to their goals.

Jesse leads a trusted and skilled team that follows a comprehensive process to understand each client's unique needs and long-term aspirations. Working closely with high-net-worth individuals, his holistic approach includes collaboration with top CPAs, investment bankers, estate planning and family law attorneys – offering a unique level of service and depth of expertise.

Jesse began his Edward Jones career in 2003, became a limited partner in 2007 and a general partner in 2020. He currently ranks among the top fifty financial advisors at the firm, which has over 18,000 advisors nationwide. Of all his professional accomplishments, Jesse is most proud of the impact he has made on his clients' financial futures.

Outside of work, Jesse enjoys acting as an "Uber dad" for his children as they pursue their passion for sports. He also finds fulfillment in abstract painting, playing golf, and practicing yoga.

Jesse Abercrombie has practiced wealth management in the Dallas-Fort Worth area for over 22 years. Growing up, his grandfather - a farmer and businessman in Marshall, Texas - was his hero. This inspiration led Jesse to pursue the Certified Exit Planning Advisor® (CEPA®) designation, enabling him to serve business owners across the country as they transition their companies, whether to the next generation or to new owners. Whether through internal transfers, such as an ESOP or external transitions, such as an M & A strategy, Jesse brings the knowledge and a dedicated team to guide business owners in making the most informed decisions about their exit strategies.

In addition to his work with business owners, Jesse also advises individual clients, helping them determine the most appropriate financial and retirement savings strategies tailored to their goals.

Jesse leads a trusted and skilled team that follows a comprehensive process to understand each client's unique needs and long-term aspirations. Working closely with high-net-worth individuals, his holistic approach includes collaboration with top CPAs, investment bankers, estate planning and family law attorneys – offering a unique level of service and depth of expertise.

Jesse began his Edward Jones career in 2003, became a limited partner in 2007 and a general partner in 2020. He currently ranks among the top fifty financial advisors at the firm, which has over 18,000 advisors nationwide. Of all his professional accomplishments, Jesse is most proud of the impact he has made on his clients' financial futures.

Outside of work, Jesse enjoys acting as an "Uber dad" for his children as they pursue their passion for sports. He also finds fulfillment in abstract painting, playing golf, and practicing yoga.