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Jessi Ringo Andrews

Investment Adviser Representative at Interwealth Management, LLC

Denver, COCRD #4805276Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
Exams Passed
3

Professional summary

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

Jessi Ringo Andrews is an investment adviser representative with Interwealth Management, LLC in Denver, CO, where they have been registered since 2023. They have worked in the securities industry since 2005 and have been registered with 5 firms, including NEW Frontier Advisors, LLC and SEI Investments Management Corp. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Colorado.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/24/2004
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/20/2004

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Interwealth Management, LLCCurrent
6/12/2023 – Denver, CO
NEW Frontier Advisors, LLC
7/26/2019 – 4/17/2023Centennial, CO
SEI Investments Management Corp
8/17/2015 – 7/16/2019Mesa, AZ
Assetmark, Inc.
1/26/2010 – 8/4/2015Concord, CA
Russell Investments
1/26/2006 – 11/20/2009Mesa, AZ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. SEI Investments Distribution Co
    Aug 2015 – Jul 2019Oaks, PA
  2. SEI Investments Management Corp
    Aug 2015 – Jul 2019Oaks, PA
  3. NEW Frontier Advisors LLC
    Jul 2019 – Mar 2023Boston, MA
  4. InterWealth Management, LLC
    Jun 2023 – no end date reportedCentennial, CO
  5. Unemployed
    Apr 2023 – Jun 2023Centennial, CO

Official records & sources

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

About Interwealth Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$500,000 (waivable)
Estimated blended rate
0.015
Firm's annual rate schedule by assets
  • Under $500,0001.50%
  • $500,000-$1 Million1.00%
  • $1 Million-$2 Million0.75%
  • Over $2 Million0.50%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
5
Offices listed on AdvisorFinder:
2
Main office:
Scottsdale, AZ
SEC file number:
801-116669

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 26, 2026

View full firm profile

Other advisors at Interwealth Management, LLC

4 other advisors in the directory

View Interwealth Management, LLC firm profile

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Other advisors whose filed branch office is in the same city.

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. Jessi Ringo Andrews 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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