Jesurun Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm offers investment advisory and financial planning services to individuals and high‑net‑worth clients, with a stated minimum account size for managed accounts. Services include discretionary and non‑discretionary managed accounts, portfolio management, and financial planning and consulting covering risk assessment, estate planning, and investment planning.
Its investment process is customized to each client’s objectives, time horizon, and risk tolerance and may employ asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies. The firm performs suitability and risk‑profile reviews, provides periodic account reviews (at least quarterly), and recommends using an independent custodian for execution and custody services.
Noteworthy operational features include offering financial planning on hourly and fixed‑fee bases in addition to asset‑based advisory arrangements, and explicit disclosure that some personnel are separately licensed as registered representatives of an unaffiliated broker‑dealer while the firm’s principal is also a licensed insurance agent—relationships the brochure states may create commissionable sales and are disclosed as potential conflicts. The firm is newly formed, currently reports no assets under management, does not advise private funds, and centralizes account review responsibility with the principal.
Client services
Expertise
Fee options
Fixed fees ranging from $5,000 to $20,000 per project for financial planning.
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.65% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.40%
$250 - $500 per hour depending on negotiation.
Account minimum: $250,000 Fee-only: Financial planning fees charged via fixed fee or hourly arrangements, fees negotiable depending on complexity.
Main office
27499 Riverview Center Boulevard
Bonita Springs FL 34134
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)