Jesse Maltzman

Jesse Maltzman is a Senior Wealth Advisor at Mariner Wealth Advisors. Jesse has over 20 years of experience in the financial industry.

Jesse started their career as a trader at Knight Securities in 1998. Jesse then moved to Brokerage America in 2001, where they worked as a senior trader. In 2003, they joined HSBC Securities as a VP and financial advisor.

In 2008, Jesse left HSBC to start their own financial advisory firm, Maltzman Financial Strategies. Jesse ran the firm for three years before joining Fidelity Investments as a vice president and financial consultant in 2011.

Jesse has been with Mariner Wealth Advisors since October 2019. In their current role, they provide comprehensive wealth management services to clients including investment advice, tax planning, and risk management.