Jesse Portello

Jesse Portello Headshot May 2024

In 2020, New York native Jesse Portello began his career in the financial services industry. Prior to this, he had been an account sales executive with the New York Mets. After a family member experienced a devastating financial dilemma, Jesse was able to help figure out the situation and help make sense of it to those involved. He realized then that he had a passion for this industry, and he made a commitment to make this his career and calling. Upon making the switch to the financial industry, he met his friend, and now business associate, Ryan Malone. They both knew that they had always admired those in public service, so they have jointly spent the last 4 years assisting members of many police and fire agencies in New York (NYPD and FDNY extensively), New Jersey, and many other states in securing their financial futures and helping them plan for the expected, as well as the unexpected. In early 2024, Jesse and Ryan met Brian Shea, and after many mutually beneficial discussions and conversations, they joined Tactical Financial Group as Co-Vice Presidents. The passion that they have, and share, for their work is evident in their day to day lives. Jesse currently holds the Life and Health License, as well as the FINRA Series 6 and Series 63 Licenses. He resides in Hoboken NJ with his lovely wife, Alexis and dog Shea.

Disclosure

Brian Shea is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0M49329), CT, DC, DE, FL, GA, IL, MA, MD, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, and WV. No insurance business may be conducted outside the states referenced.

Brian Shea is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1954 Greenspring Dr Ste 700, Lutherville Timonium, MD, 21093, 410-302-2992. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, DC, DE, FL, IL, KY, MA, MD, NC, NJ, NY, PA, SC, TX, VA, WA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

*Brian Shea is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CT, DC, DE, FL, IL, KY, MA, MD, NC, NJ, NY, PA, SC, TX, VA, WA, and WV. As such, these services are strictly intended for individuals residing in the states referenced.

Mark Davis is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA, DC, DE, FL, GA, MD, NC, NJ, NY, PA, SC, TX, VA and WV. . No insurance business may be conducted outside the states referenced.

Mark Davis is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance  Company, 2712 Hunting Ridge CT, Baldwin, MD, 21013, 443-905-5948. In this regard, this communication is strictly intended for individuals residing in the states of CA, DC, DE, FL, GA, MD, NC, NJ, NY, PA, SC, TX, VA and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Ryan Malone is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CO, MD, MI, NJ, NY, NV, PA,TN and TX. No insurance business may be conducted outside the states referenced.

Ryan Malone is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance  Company, One World Trade Center, 285 Fulton Street, 39th Floor, New York, NY 10007, 212-261-0200. In this regard, this communication is strictly intended for individuals residing in the states of CO, MD, MI, NJ, NY, NV, PA,TN and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Jesse Portello is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of GA, FL, NC, NJ, NV, NY, PA, TN and TX. No insurance business may be conducted outside the states referenced.

Jesse Portello is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance  Company, One World Trade Center, 285 Fulton Street, 39th Floor, New York, NY 10007, 212-261-0200. In this regard, this communication is strictly intended for individuals residing in the states of GA, FL, NC, NJ, NV, NY, PA, TN and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Joseph Ward is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CO and IL. No insurance business may be conducted outside the states referenced.

Joseph Ward is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1650 Lake Cook Road, Suite 500, Deerfield, IL, 60015, 815-570-7068. In this regard, this communication is strictly intended for individuals residing in the states of CO and IL. No offers may be made or accepted from any resident outside the specific states referenced.

TACTICAL FINANCIAL GROUP is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither TACTICAL FINANCIAL GROUP nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

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