Jerod
Yee

Allworth Financial, L.P

CRD#7272843
Investment Advisor
in Folsom, CA

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About this Advisor

Jerod Yee is a financial advisor based out of Folsom, California with 2 years of relevant experience. Yee is an advisor for Allworth Financial, L.P. Throughout their career, Yee has worked at Equitable Advisors, LLC, Uc Davis Department Of Surgery, University Of California Davis, America'S Tire Company, University Of California, Aw Securities and Allworth Financial. Yee holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Allworth Financial, L.P is a registered investment company that has its headquarters in Folsom, CA. The firm has offices in 26 locations and a total of 343 advisors. It controls $15 billion in assets between its 49,892 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 20 charitable organizations. Of its 49,892 accounts, 23% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees are based on which services the firm provides the client. However, fee types charged by Allworth Financial, L.P likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

340 Palladio Pkwy. Suite 501
Folsom, CA 95630

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Allworth Financial, L.P Brokerage Details

Total Assets Under Management

$14,880,814,526

CA Average: $7,578,581,321
Total Number of Employees

343

CA Average: 43
Total Number of Accounts

49,892

CA Average: 3,727
Average Account Size

$298,261

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jerod Yee Work History

Jerod has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Aw Securities

2020 - Present (4 years)

Allworth Financial

2020 - 2020 (< 1 year)

Equitable Advisors, LLC

2019 - 2020 (1 year)

Uc Davis Department Of Surgery

2018 - 2020 (2 years)

University Of California Davis

2017 - 2018 (1 year)

America'S Tire Company

2016 - 2020 (4 years)

University Of California

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jerod Yee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Allworth Financial, L.P

Bruce Killips
Sacramento, CA
Vincent Malinowski
Sacramento, CA
Eric Mann
Folsom, CA
Adam Kint
Sacramento, CA
Paul Culbertson
Houston, TX
Steven Hruby
Cincinnati, OH
Sam Degreen
Scottsdale, AZ
Richard Oldham
Sacramento, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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