Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessica? Claim Your ProfileJessica Kott is an Investment Advisor Representative at YHB Investment Advisors Inc. with over 10 years of experience in the financial services industry. Jessica is registered with the state of Connecticut and Louisiana and holds the Certified Financial Planner designation. Jessica works with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans. Jessica's investment practice is focused on providing personalized financial planning and investment management services to clients.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participant account management
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.
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CT
06/06/2019 - Present
YHB Investment Advisors Inc. (WEST HARTFORD CT)
Active
Inactive
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