Broker Check
Jesse Ward

Jesse Ward

Financial Advisor AAMS®

Born in Idaho Jesse grew up on the family farm moving pipe, working cattle, and delivering milk before school. At the age of 21 after serving a two-year service mission in Mexico City, Jesse started his education at Idaho State University, and most recently at Brigham Young University - Idaho. Jesse started serving investors in 2009 during the "Great Recession".

This helped him establish a solid foundation of core principles and rules designed to prudently manage client assets. In 2016, Jessie became a branch manager of an advisor group managing over 120 million in assets.  Working as a supervisor provided him with invaluable knowledge and experience that are evidenced in his work ethic today.  As a co-founder and managing partner of Red Cedar Wealth, along with John Koyle and Trent Yost, Jesse recognizes that integrity and high level service to clients are key components of the firm’s current and future success.

Jesse’s industry knowledge and access to financial resources help deliver value and personalized guidance to each of his clients. Jesse knows that disciplined investing together with solutions-based advice seeks to provide optimal outcomes. Jesse takes the responsibility that he has to understand each client's unique situation, and to work with them to pursue their vision very seriously. Jesse helps clients identify solutions for retirement income, legacy planning, and personalized investing, as well as, the successful transition of their business’, and estates.  Jesse also specializes in serving the special needs community.  He provides guidance through planning and investing opportunities that are unique to them.

Jesse and his wife Brooke have four beautiful daughters.  They love to work together and play together.  They spend their recreational time together skiing, golfing, and riding mountain bikes. Brooke has served as a PTA President.  She is also currently the freshman girls basketball coach at Century High School. She works hard to help the children and teens in our community have the best academic and athletic experience possible. Jesse’s family believes in service to our community, and to our wonderful country.

 

Securities Registered in the following states: AZ, CA, CO, DC, FL, GA, ID, IL, OR, TN, UT, WY

Insurance licensed in the following states: CA (Lic. # 0M03305)