Private Advisor Group
40yrs
Top advisor by experience in Columbia Falls
16yrs
Based in Columbia Falls, Montana, Jesse Mann is a fiduciary financial advisor with 16 years of industry experience. Jesse joined Edward Jones in 2010, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 8 advisors with offices in Columbia Falls, and one of 7 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 69% of advisors at Edward Jones
Office830 3rd Ave West, Columbia Falls, MT 59912
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2010 – nowEdward JonesCurrent firm
Contact Jesse
Local office(406) 892-7283Ask for Jesse. (314) 515-2000Main office · St. Louis, MO 830 3rd Ave WestColumbia Falls, MT 59912Office · Get directions
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Questions to ask Jesse
Tailored to Jesse’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jesse
How do I contact Jesse?
Call Jesse’s local office at (406) 892-7283 or the Edward Jones main office at (314) 515-2000, and ask for Jesse Mann.
How long has Jesse been a financial advisor?
Jesse has been in the industry since 2010, about 16 years. More experience than 69% of advisors at Edward Jones.
What licenses does Jesse hold?
Series 66. Tap any license on this page to see what it allows.
Is Jesse a fiduciary?
Jesse is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jesse paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jesse for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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