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Jesse Cole Biddle

Advisor at XYPN Sapphire — Fort Payne, AL

Updated today

Credentials

Series 65

Experience

1 year

Location

Fort Payne, AL 35967

XYPN Sapphire logo

XYPN Sapphire

Multi-team

Total advisors

63

Across 59 offices

Clients per advisor

11 Very Low

Avg AUM per client

$1,302,587 High

HNW client ratio

25% Typical

About

Jesse Biddle is a financial advisor at XYPN Sapphire with a Series 65 designation and one year of industry experience. His background includes roles at Wealth Management of Alabama, XYPN Invest, Reed's Tax Service, Thornberry Insurance Agency, and First Jackson Bank. Outside of advising, he operates a farm in Rainsville, Alabama, and also works in tax preparation at Reed's Tax Service. XYPN Sapphire provides investment management and financial planning to individuals, trusts, estates, business entities, and retirement plans. The firm’s approach focuses on long-term, risk-based allocation using diversified portfolios and incorporates adviser-tailored plans supported by documented human oversight and selective use of third-party managers.

Client services

Based on XYPN Sapphire

Financial planning Portfolio management Educational seminars or workshops

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Fee options

Fixed

Flat fees generally range up to $75,000 per annum based on scope and complexity.

Project-based

Hourly fees generally range up to $750 per hour depending on practitioner expertise and work complexity.

Other

Fee-only: Fees generally range up to $75,000 per annum depending on complexity and scope.

Location

See office

Fort Payne, AL

2107 Gault Ave N

Fort Payne AL 35967

Advisors at this office

1

Most active in

Alabama

Work history

1 year of industry experience

Wealth Management of Alabama

2025 - Present • 1 year

Fort Payne, AL

XYPN Invest

2025 - Present • 1 year

Bozeman, MT

Reed's Tax Service

2025 - Present • 1 year

Fort Payne, AL

Self Employed

2022 - Present • 4 years

Rainsville, AL

Thornberry Insurance Agency

2019 - 2023 • 4 years

Section, AL

First Jackson Bank

2017 - 2019 • 2 years

Scottsboro, AL

First Jackson Bank

2014 - 2017 • 3 years

Stevenson, AL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christopher R

Series 65, Series 66

Mentone, AL

Avidian Wealth Solutions

Christopher Russell is a financial advisor with Avidian Wealth Solutions, holding Series 65 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Linscomb and Williams, LPL Financial, Cadence Bank, Wells Fargo Clearing, and Morgan Stanley. He serves on the boards of the Community Foundation of Greater Huntsville and the HudsonAlpha Foundation. Avidian Wealth Solutions provides investment management and financial planning services to individuals, families, retirement plans, corporations, trusts, and institutional clients. The firm manages discretionary portfolios using a combination of managed models and customized strategies, actively participates with pooled and private funds, and employs a regular investment committee process to review client portfolios.

Private / alternative investments Real estate investing Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Brian D

Series 66

Fort Payne, AL

PNC Wealth Management

Brian Degaetano is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Compass Bank and BBVA Wealth Solutions, where he worked for eight years. Outside of finance, he is a percussionist with the Gadsden Symphony Orchestra and owns a photography business, Brian Degaetano Imaging. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital, discretionary model account offered as an invitation-only pilot for employees. The firm employs algorithmic risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Passive / index investing Active portfolio management Wealth management Executive
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James H

ChFC®, Series 63, Series 66

Ft Payne, AL

Tlg Advisors, Inc.

James Houston is a ChFC® with 26 years of industry experience, currently serving as an investment advisor representative at TLG Advisors, Inc. He has previously worked at Concourse Financial Group Securities Inc and Southern Wealth Strategies LLC, where he is also the owner. Houston is licensed as an independent insurance agent and engages in addressing life insurance and fixed annuity needs. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
user avatar

John A

CFP®, Series 66

Fort Payne, AL

Commonwealth Financial Network

John Akins is a CFP® professional with 12 years of industry experience, currently affiliated with Commonwealth Financial Network. His prior experience includes roles at LPL Financial, Cetera, and Regions Bank. He is co-owner and finance director of Resolute Care Services, Inc., a home healthcare business in Fort Payne, AL. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, while offering a range of discretionary and customized portfolio solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Douglas C

Series 63

Fort Payne, AL

Commonwealth Financial Network

Douglas Crowe is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 34 years of industry experience. His prior roles include positions at MetLife Securities, Prudential Insurance Company of America, and LPL Enterprise. Outside of his advisory work, he serves as an election official in Dekalb County, Alabama. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a variety of advisory programs, operational support, and investment management services. The firm offers a range of portfolio construction options and discretionary model portfolios managed through a structured due diligence process.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Thomas G

Series 66

Ft Payne, AL

Edward Jones

Thomas Guice is a financial advisor with Edward Jones in Ft Payne, Alabama, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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