Jessica Kott, financial advisor West Hartford CT
90 score

Jessica Kott

CRD Number: 4549887
Current Firm: Yhb Investment Advisors Inc.

Jessica Kott (CRD# 4549887) is an Investment Advisor Representative working at Yhb Investment Advisors Inc. in West Hartford, CT and has 1 year of experience in the finance industry. Jessica Kott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Yhb Investment Advisors Inc. West Hartford, CT Oct 2009 - Current 7
Unemployed Hamden, CT Apr 2009 - Sep 2009 < 1
Bank Of America Waterbury, CT Apr 2004 - Mar 2009 4

Jessica Kott has no recent exams reported.
Contact Info for Jessica Kott
Phone Number: 860-561-7050
Firm Website: http://yhbia.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,095
    MILLIONS
  • Total Number of Accounts
    1,855
    ACCOUNTS
  • Average Account Value
    $590,308
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, FL, IL, LA, MA, MD, NC, NH, NY, PA, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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