Exit Planning Institute - Find a CEPA

Jesse Abercrombie has practiced wealth management for 17 years. His biggest hero growing up was his grandfather due to his wisdom and entrepreneurial spirit. His grandfather has been a farmer and business man in Marshall, Texas for 70 years. Jesse decided to join Edward Jones after seeing the firms name on a refrigerator magnet of his childhood home for years.

Most of his clients are business owners who are transitioning their companies to either the next generation or those preparing to sell in the future. He also works with clients in transition due to divorce. Due to the specialized nature of his practice he teams up with top CPAs, Investment Bankers, Estate Planning and Family Law attorney's on DFW to provide a very unique level of service to clients. He enjoys the challenge of developing complex financial strategies in collaboration with these other professionals. He calls this level of client service a virtual family office.

Jesse began his Edward Jones career in 2003 became a limited partner in 2007 and now ranks as one of the top 50 financial advisors in the firm (out of over 20,000). He's recently been invited to the Barron's Top 100 conference. He's qualified for several Managing Partner's Conferences, which recognizing the top 1% of branch teams at Edward Jones. But really he's most proud of how he's been able to help his clients over the years.

He has two kids and has resided in Collin County for 15 years.

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He has two kids and has resided in Collin County for 15 years.

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