Stifel, Nicolaus & Company
42yrs
Top advisor by experience in Greeley
12yrs
Jesse Eves is a fiduciary financial advisor in Greeley, Colorado, with 12 years in the industry. Jesse joined Eves&haines Wealth Management in 2026, a firm offering financial planning and investment management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 78 advisors with offices in Greeley, and one of 71 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 54% of advisors in Greeley
Office4627 W. 20th St Rd Suite B, Greeley, CO 80634
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$243,108
Advisors at the firm2
States licensed ?1 state
Services through Eves&haines Wealth Management
Financial planningInvestment management for individuals and small businesses
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 65Uniform Investment Adviser Law Examination
Career
- Jan 2026 – nowEves&haines Wealth ManagementCurrent firm
Contact Jesse
(970) 616-0727Eves&haines Wealth Management main office 4627 W. 20th St Rd Suite BGreeley, CO 80634Office · Get directions Firm websiteHTTP://WWW.EVESHAINES.COM
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Questions to ask Jesse
Tailored to Jesse’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Eves&haines Wealth Management at (970) 616-0727 and ask for Jesse Eves. Jesse works from the Greeley, CO office.
How long has Jesse been a financial advisor?
Jesse has been in the industry since 2014, about 12 years. More experience than 54% of advisors in Greeley.
What licenses does Jesse hold?
Series 65. 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?
Eves&haines Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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