Jessica
Kott

Yhb Investment Advisors Inc

CRD#4549887
Investment Advisor
in West Hartford, CT

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About this Advisor

Jessica Kott is a financial advisor based in West Hartford, Connecticut, working with Yhb Investment Advisors Inc. Jessica has previously held a position at Yhb Investment Advisors Inc and is registered to provide services in Connecticut and Louisiana. Currently, Jessica is part of Yhb Investment Advisors Inc, which operates out of West Hartford, Connecticut. The firm has 27 employees and manages assets totaling $1.7 billion. The firm 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, and the selection of other advisers. The fee structure at Yhb Investment Advisors Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

29 South Main Street
West Hartford, CT 06107

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Yhb Investment Advisors Inc Brokerage Details

Total Assets Under Management

$1,746,994,000

CT Average: $5,297,377,271
Total Number of Employees

27

CT Average: 35
Total Number of Accounts

2,731

CT Average: 690
Average Account Size

$639,690

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jessica Kott Work History

2009 - Present (15 years)

Yhb Investment Advisors Inc

Disclosures

Please visit the SEC profile of Jessica Kott 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 Yhb Investment Advisors Inc

Elisheva Defeo
West Hartford, CT
Hillary Landen
West Hartford, CT
Nathanial Chandler
West Hartford, CT
Lori Coleman
West Hartford, CT
Thomas Manning
West Hartford, CT
Anne Space
West Hartford, CT
Hilary Pohley
West Hartford, CT
Massimo Eichner
West Hartford, CT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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