Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse B Root is a financial advisor and Investment Advisor Representative (IAR) with D.B. Root & Company, LLC. Jesse has been registered as an IAR with the state of Pennsylvania since February 23, 2024. Jesse is a Chartered Financial Analyst. Jesse has a background in finance and has worked with Hedgeye Risk Management LLC in the past.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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PA
02/23/2024 - Present
D.b. Root & Company, LLC (PITTSBURGH PA)
IA
Issued 12/05/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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