Jessica
Lee
Ci Private Wealth
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About this Advisor
Jessica Lee is a financial advisor who works out of Columbus, Ohio who has 1 year of relevant experience. Lee works at Ci Private Wealth. Over the course of their career, Lee has held roles at Brr Opco, LLC, Cipw Service Company, LLC, Ci Budros, Ruhlin & Roe Private Wealth and Budros, Ruhlin & Roe, Inc. Lee maintains a Series 63 license, certifying them as a securities representative, and is approved to advise clients in Ohio and Texas. Ci Private Wealth is a business headquartered in Miami, FL. It has offices in 28 locations and a total of 825 employees. It controls $95 billion in assets under management among its 79,738 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 504 charitable organizations. Of its 79,738 accounts, 51% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees charged by Ci Private Wealth may include some blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ci Private Wealth Brokerage Details
$94,617,046,882
825
79,738
$1,186,599
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jessica Lee Work History
Jessica has been registered as a financial advisor for 1 years.*
Cipw Service Company, LLC
Ci Budros, Ruhlin & Roe Private Wealth
Brr Opco, LLC
Budros, Ruhlin & Roe, Inc
*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 Jessica Lee 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 Ci Private Wealth
Atlanta, GA
Itasca, IL
San Diego, CA
Itasca, IL
San Diego, CA
Itasca, IL
Dallas, TX
San Diego, 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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