Jesse Allen

Photo of Jesse Allen

Jesse Allen

Operations Manager

“It takes as much energy to wish as it does to plan.” — Eleanore Roosevelt

Jesse started working in financial services in 2015 with Evident Wealth Management, in operations. When Evident merged with Tencap Wealth Coaching in 2019, Jesse joined the Tencap team.
Jesse is responsible for maintaining day-to-day operations, processing applications, managing schedules, planning large scale events and keeping client and account information up to date.

 
Jesse also plays a huge role in helping clients complete their insurance needs and tasks. This is no small responsibility as there are a host of assignments and tasks that must be completely timely and precisely. Jesse is well organized, thorough, full of integrity and kind.

Tencap has a deep appreciation for all that Jesse is able to manage and build. It takes a highly organized person with a sharp personality and a spirit of customer service to manage operations for a financial planning firm of Tencap’s size.
In Jesse’s free time he can be found fixing something, upgrading things or spending time with his family. With two kids Jesse and his wife stay plenty busy. Their family enjoys camping, anything outdoors and good food.

“Building wealth is not so much a matter of finding the magic beans or the silver bullet investment; it is more a matter of disciplined behavior executed for a consistent period of time.”

Jesse started working in financial services in 2015 with Evident Wealth Management in operations. When Evident merged with Tencap Wealth Coaching in 2019, he joined the Tencap team.

Jesse is responsible for maintaining day to day operations, processing applications, and keeping client and account information up to date.

Form CRS


Disclosure

All content is for information purposes only. It is not intended to provide any tax or legal advice or
provide the basis for any financial decisions. Nor is it intended to be a projection of current or
future performance or indication of future results.

Opinions expressed herein are solely those of Tencap Wealth Coaching and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Tencap Wealth Coaching, an Investment Advisor registered with the SEC. Being registered as an investment adviser does not imply a certain level of skill or training.

  • Advisory services are offered through Tencap Wealth Coaching, a SEC Investment Advisor.

  • Insurance products and services are offered through Tencap Legacy, an affiliated
    company.

  • Tencap Wealth Coaching and Tencap Legacy are not affiliated with or endorsed by the Social Security Administration or any other government agency.
 

The information contained herein should in no way be construed or interpreted as a solicitation to
sell or offer to sell advisory services to any residents of any State other than the State of [State] or
where otherwise legally permitted.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an
endorsement or testimonial from any of the persons in the photograph.

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

 

Links to Other Sites

The inclusion of any link is not an endorsement of any products or services by [Firm Name]. All
links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site.

When you follow a link to one of these sites neither Tencap Wealth Coaching, nor any agency, officer, or employee of the Tencap warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be
incorrect or not current. Any person or entity that relies on any information obtained from these
systems do so at their own risk.

 

-Washington State Only

Tencap Wealth Coaching is an investment adviser registered in the State of Washington.
The adviser/firm may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Being registered as an investment adviser does not imply a certain level of skill or training.