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Jesse William Hauptrief

Investment Adviser Representative at MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

Dallas, TXCRD #844345Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jesse William Hauptrief has worked in the securities industry since 1998. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Texas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 4/11/1984
SIE
Securities Industry Essentials Examination
Passed 6/22/2015
Series 1
Registered Representative Examination
Passed 10/1/1977

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Mcelhenny Sheffield Capital Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLCCurrent
5/1/2017Dallas, TX
RESOURCE WEALTH MANAGEMENT, LLC
3/23/20117/18/2017Melissa, TX
COPPELL ADVISORY SOLUTIONS, LLC
11/13/201412/4/2014Mckinney, TX
GENEOS WEALTH MANAGEMENT, INC.
1/5/20114/1/2011Melissa, TX
GENEOS WEALTH MANAGEMENT, INC.
1/2/200412/31/2010Melissa, TX
UNITED SECURITIES ALLIANCE, INC.
10/15/200312/31/2003Plano, TX
MULTI-FINANCIAL SECURITIES CORPORATION
6/24/199810/31/2003Plano, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC

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View MCELHENNY SHEFFIELD CAPITAL MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jesse William Hauptrief has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Jesse William Hauptrief - Financial Advisor in Dallas, TX | AdvisorFinder