Jerod Yee, financial advisor Folsom CA

Jerod Yee

CRD Number: 7272843
Current Firm: Allworth Financial, LP

Jerod Yee (CRD# 7272843) is an Investment Advisor Representative working at Allworth Financial, LP in Folsom, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Aw Securities Sacramento, CA Dec 2020 - Current 1
Allworth Financial Sacramento, CA Nov 2020 - Current 1
Equitable Advisors, LLC New York, NY Jul 2020 - Nov 2020 < 1
Uc Davis Department Of Surgery Sacramento, CA Sep 2019 - Jun 2020 < 1
University Of California Davis Davis, CA Sep 2018 - Jun 2020 1
University Of California Davis, CA Sep 2016 - Jun 2020 3
America's Tire Company Rancho Cordova, CA Jun 2017 - Jan 2018 < 1
Unemployed Folsom, CA Jun 2010 - Jun 2017 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Jerod K. Yee
Phone Number: 916-482-2196
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    13,782
    MILLIONS
  • Total Number of Accounts
    69,528
    ACCOUNTS
  • Average Account Value
    $198,225
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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