Jesse
Root

D.B. Root & Company, LLC

CRD#6207057
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Jesse Root is a financial advisor based in Pittsburgh, Pennsylvania, working with D.B. Root & Company, LLC. Jesse has previously held positions at Dallas Stars, New York Islanders, Hockey Club Bolzano, Hedgeye Risk Management LLC, and D.B. Root & Company, LLC. Jesse has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Jesse is part of D.B. Root & Company, LLC, which operates out of Pittsburgh, Pennsylvania. The firm has 19 employees and manages assets totaling $713.5 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at D.B. Root & Company, LLC includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

436 Seventh Avenue Suite 2800
Pittsburgh, PA 15219

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D.B. Root & Company, LLC Brokerage Details

Total Assets Under Management

$713,529,776

PA Average: $15,833,994,310
Total Number of Employees

19

PA Average: 41
Total Number of Accounts

2,441

PA Average: 3,342
Average Account Size

$292,310

PA Average: $4,737,880

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

Jesse Root Work History

2020 - Present (4 years)

D.B. Root & Company, LLC

2017 - 2020 (3 years)

Hedgeye Risk Management LLC

2016 - 2017 (1 year)

Hockey Club Bolzano

2015 - 2016 (1 year)

New York Islanders

2014 - 2015 (1 year)

Dallas Stars

Disclosures

Please visit the SEC profile of Jesse Root 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 D.B. Root & Company, LLC

Nancy Kunz
Pittsburgh, PA
Jesse Root
Pittsburgh, PA
Richard Applegate
Pittsburgh, PA
Loraine Montanye
Pittsburgh, PA
Steven Kaczynski
Pittsburgh, PA
Curtis Hart
Pittsburgh, PA
Jeremy Suschak
Pittsburgh, PA
Taylor Glock
Pittsburgh, PA

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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