Jesse Rauma is a Financial Advisor headquartered in Idaho Falls. Jesse provides customized wealth strategy and integrated advice to individuals and families, helping them address their priorities and pursue their goals more efficiently. Committed to client success, Jesse is skilled in helping clients harness the opportunities and resources at their disposal. He leads a multi-disciplinary approach that encompasses investment management, retirement planning, trust and estate planning services, cash-flow analysis, higher education saving, and charitable giving, among others. Forward thinking, Jesse is adept in anticipating critical junctures in clients’ personal and professional wealth, allowing them to make informed decisions about their lives and legacies.
Jesse believes strongly in simple precepts: hard work, consistent communication, a relentless emphasis on quality, and ongoing stewardship. He takes great satisfaction in helping clients resolve complexity and heighten transparency, so they can pursue their long-term aspirations with confidence and poise.
Jesse is involved with a number of charitable organizations in the eastern Idaho area. He currently serves on The Tautphaus Park Zoological Society board as well as is an active member of The Idaho Falls Exchange Club, which strives to prevent child abuse and supports veterans in the Eastern Idaho area.
My mission is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then to understand, in great detail, exactly where you stand today, and where you'd like to be tomorrow. I will work with you to design and braing to life a comprehensive financial strategy that can help you and your family pursue personal financial goals while helping manage investment risk.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.