Jessica LeeCRD Number: 3088330
Current Firm: Budros, Ruhlin & Roe, Inc.
Jessica Lee (CRD# 3088330) is an Investment Advisor Representative working at Budros, Ruhlin & Roe, Inc. in Columbus, OH and has over 19 years of experience in the finance industry.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Budros, Ruhlin & Roe, Inc.||Columbus, OH||Jun 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
Total Assets Under Management2,047MILLIONS
Total Number of Accounts6,511ACCOUNTS
Average Account Value$314,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, IL, IN, KY, MA, MI, NC, NY, OH, TX, VA, WA