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RIA / WealthAdvisorCertified Financial Planner13 years in industry

Jesse Fernandes Deason

Advisor at SERENE WEALTH PLANNING, LLC

EVERETT, WA

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Search this name across graphsid dfx:ria:4ae63fc8-2937-5ac6-443b-b7a69def2c82

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 4, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SERENE WEALTH PLANNING, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Nov 13, 2015
First registration: Jan 4, 2016
Dual registered: no
Other names: Jesse Nicole Fernandes|Jesse Fernands Deason
IAPD individual key: 6595583

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SERENE WEALTH PLANNING, LLC	State registered	Oct 4, 2019	n/a	yes	EVERETT, WA	Current employment
MADRONA FINANCIAL & CPAS	Independent wealth	Jul 4, 2019	Sep 18, 2019	no	EVERETT, WA	Previous registration
FINN STREET FINANCIAL, LLC	n/a	Jul 18, 2017	Dec 31, 2018	no	EVERETT, WA	Previous registration
ADVITICA FINANCIAL PLANNING LLC	State registered	Jan 4, 2016	Dec 31, 2016	no	TENINO, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MADRONA FINANCIAL & CPAS	SERENE WEALTH PLANNING, LLC	Sep 18, 2019	Oct 4, 2019	16	Firm change	RIA to state RIA
FINN STREET FINANCIAL, LLC	MADRONA FINANCIAL & CPAS	Dec 31, 2018	Jul 4, 2019	185	Firm change	Other
ADVITICA FINANCIAL PLANNING LLC	FINN STREET FINANCIAL, LLC	Dec 31, 2016	Jul 18, 2017	199	Firm change	Other

Relationships

Registered with (4)

→ SERENE WEALTH PLANNING, LLCRegistered adviserregistration: current employment
Oct 4, 2019 to presentfactForm ADV
→ MADRONA FINANCIAL & CPASRegistered adviserregistration: previous registration
Jul 4, 2019 to Sep 18, 2019factForm ADV
→ FINN STREET FINANCIAL, LLCRegistered adviserregistration: previous registration
Jul 18, 2017 to Dec 31, 2018factForm ADV
→ ADVITICA FINANCIAL PLANNING LLCRegistered adviserregistration: previous registration
Jan 4, 2016 to Dec 31, 2016factForm ADV

Dated events

No dated event names this entity yet.