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Jessica B Lee

H Financial Management

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About Jessica B Lee

Jessica Lee is an Investment Advisor Representative with H Financial Management. Jessica has been in the financial services industry since 1996 and has a Series 7, 63, and 24 license. Jessica is registered in Pennsylvania. Jessica is currently employed with H Financial Management, based in Canonsburg, Pennsylvania. She has prior work experience with MF Private Capital Securities, Inc., LINSCO/Private Ledger Corp., MFI Investments Corp., and Spectrum Securities Corporation. Jessica is a registered Investment Advisor in the state of Pennsylvania. Jessica specializes in portfolio management for individuals and businesses, as well as financial planning.

Firm Information

Jessica Lee is currently registered with H Financial Management. H Financial Management is an investment advisor registered with the SEC located in Canonsburg, PA. They manage approximately $533,769,756 in assets for individuals, corporations, and charitable organizations. They provide financial planning and portfolio management services for individuals, businesses, and retirement plans. They are also registered with the state of Pennsylvania.
H Financial Management

400 SOUTHPOINTE BLVD.

CANONSBURG, PA 15317

$533.77M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jessica Lee’s Registration & Firm History

PA

07/17/2020 - Present

H Financial Management (CANONSBURG PA)

MA

04/13/1999 - 07/16/2002

MF PRIVATE CAPITAL SECURITIES, INC. (BOSTON MA)

SC

04/21/1998 - 05/12/1998

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

OH

01/03/1997 - 09/19/1997

MFI INVESTMENTS CORP. (BRYAN OH)

OH

08/29/1996 - 01/09/1997

SPECTRUM SECURITIES CORPORATION (MAYFIELD HEIGHTS OH)

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Licenses & Designations

IA

Issued 06/29/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/15/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/20/1998

Series 24 - General Securities Principal Examination

BC

Issued 08/28/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jessica B Lee.
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