Jesse
Flatt
City National Rochdale
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About this Advisor
Jesse Flatt is a financial advisor based in San Francisco, California, working with City National Rochdale. Jesse has previously held positions at First Republic Bank, Blackrock, Fontanello, Duffield, & Otake LLP, Invesco LTD, Family Leave, and City National Rochdale. Jesse has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in California. Currently, Jesse is part of City National Rochdale, which operates out of San Francisco, California. The firm has 9 offices and 220 employees. The firm manages assets totaling $60.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at City National Rochdale includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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City National Rochdale Brokerage Details
$60,065,620,722
220
43,108
$1,393,375
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jesse Flatt Work History
City National Rochdale
Invesco LTD
Blackrock
Fontanello, Duffield, & Otake Llp
First Republic Bank
Family Leave
Disclosures
Please visit the SEC profile of Jesse Flatt 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 City National Rochdale
New York, NY
New York, NY
Beverly Hills, CA
New York, NY
Irvine, CA
New York, NY
New York, NY
New York, NY
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