Jerod YeeCRD 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.
Dynamic Wealth Strategies, LLC
Charles Schwab & Company, Inc.
|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|
Total Assets Under Management13,782MILLIONS
Total Number of Accounts69,528ACCOUNTS
Average Account Value$198,225
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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