Jesse James Austin

Advisor at Charles Schwab

Updated today

Location

Nashville, TN 37215

Credentials

Series 63, Series 66

Industry experience

5 years

About

Jesse James Austin is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, he works one-on-one with clients to define their financial goals and develop portfolio strategies aimed at helping them achieve those goals. Jesse provides ongoing advice and adapts clients' portfolios as their situations change.

He holds a Personal Investment Advisor (PIA) designation and has experience in areas including general investing, retirement planning, and preparing for unexpected financial needs. Jesse takes time to understand what is important to his clients and uses that insight to guide them in pursuing their financial objectives.

Jesse earned a Bachelor's Degree from the Southern Illinois University System, an Associate's Degree from John Wood Community College, and a High School Diploma from Quincy High School. He is involved in community organizations such as the North Texas Humane Society and The Salvation Army.

Client services

Based on Charles Schwab

Financial planning Selection of other advisers
Wrap fee program sponsor and financial planning advisor referral program

Expertise

General retirement planning Wealth management Cash flow / budgeting

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Fee options

Percentage

$0 - $1,000,000: 0.80% annually More than $1,000,000 - $2,000,000: 0.75% annually More than $2,000,000 - $5,000,000: 0.70% annually More than $5,000,000 - $10,000,000: 0.50% annually More than $10,000,000 - $25,000,000: 0.30% annually More than $25,000,000+: 0.30% annually or less, as negotiated

Other

Account minimum: $500,000 Minimum fee: Quarterly minimum fee equal to the lesser of $1,000 or the quarterly fee from applying a 1.60% annual percentage rate to total billable assets. Fee-only: Yes - The Schwab Wealth Advisory program charges a wrap fee including advisory, brokerage, custody, and administrative fees; no separate commissions are charged on trades within the program.

Location

4012 B Hillsboro Pike, Suite 103

Nashville, TN 37215

Most active in

Tennessee

Work history

Charles Schwab

2026 - Present (1 year)

Charles Schwab Bank, SSB

2026 - Present (1 year)

Bank of America, N.A.

2025 - 2026 (1 year)

Merrill Lynch, Pierce, Fenner & Smith, Inc.

2025 - 2026 (1 year)

Charles Schwab

2021 - 2025 (4 years)

Unemployed

2020 - 2020 (1 year)

Centene

2020 - 2020 (1 year)

Park Avenue securities

2020 - 2020 (1 year)

Guardian life Insurance Company

2019 - 2020 (1 year)

Axa Advisors, Llc

2019 - 2019 (1 year)

Full Time Education

2017 - 2019 (2 years)

Full Time Education

2016 - 2017 (1 year)

Salvation Army Kroc Center

2015 - 2017 (2 years)

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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Nashville, TN

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Active portfolio management
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Franklin, TN

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General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Debt management Wealth management
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Series 66

Nashville, TN

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Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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CFP®, Series 66

Nashville, TN

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Annuities
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Franklin, TN

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Tax-loss harvesting General tax planning Wealth management
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Franklin, TN

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Wealth management Private / alternative investments Tax-loss harvesting Retirement income strategy Founder/Business Owner Executive Established Professionals
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