Jessica LeeCRD Number: 3015356
Current Firm: Rbc Capital Markets, LLC
Jessica Lee (CRD# 3015356) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Washington, DC and has over 18 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Rbc Capital Markets, LLC||Washington, DC||Aug 2017 - Current||4|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Aug 2017||2|
|Morgan Stanley Smith Barney||Washington, DC||Feb 2012 - Jan 2015||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2004|
|S66||NASAA Uniform Combined State Law Examination||May 2012|
Total Assets Under Management201,164MILLIONS
Total Number of Accounts395,275ACCOUNTS
Average Account Value$508,922
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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