Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Lee is a registered investment advisor representative with Corient. Jessica has been in the industry since 1999 and has experience with a variety of clients, including individuals, corporations, and charitable organizations. Jessica has a Series 7 and a Series 63 license. Jessica is also a Treasurer for the Hilliard Education Foundation and an Expense Treasurer for the Davidson High Music Booster. Jessica and Corient provide a variety of advisory services, including financial planning, portfolio management, and pension consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
OH
11/23/2022 - Present
Corient (COLUMBUS OH)
OH
07/23/2001 - 06/27/2002
SWENEY CARTWRIGHT & COMPANY (COLUMBUS OH)
NY
01/04/1999 - 02/26/2001
NEUBERGER BERMAN, LLC (NEW YORK NY)
BC
Issued 01/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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