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Neil J
Series 65
Hailey, ID
Sun Valley Advisors, Inc.
Neil Jessen is a financial advisor at Sun Valley Advisors, Inc. in Hailey, Idaho, holding a Series 65 designation with 13 years of industry experience. He has been with Sun Valley Advisors since 2011. Sun Valley Advisors provides discretionary portfolio management focused on a global balanced strategy for individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes investing in closed-end funds purchased at market prices often below net asset value, complemented by exchange-traded funds for diversification, with portfolios tailored to client risk and tax considerations.
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