Skip to content

Jerod Yee

Financial Advisor

Designations: CFP®

  916-357-5287

  Folsom, CA

Jerod Yee is a financial advisor in Allworth’s Folsom, California, office. A native of the Sacramento area, Jerod earned his bachelor’s degree in Managerial Economics (with a minor in Technology Management) from the University of California, Davis. “When you are fascinated by numbers and projections and you sincerely like helping people reach their financial goals, advising is a natural profession,” he said. “The foundational philosophy that we at Allworth have of always placing the needs of the client first makes it a perfect home for me.” A student of all things related to finance, when not studying the markets, or domestic or global economic trends, Jerod enjoys snowboarding and competitive basketball and golf.

Education and Certifications

Who I work with

What guides my approach

Jerod Yee is a financial advisor in Allworth’s Folsom, California, office. A native of the Sacramento area, Jerod earned his bachelor’s degree in Managerial Economics (with a minor in Technology Management) from the University of California, Davis. “When you are fascinated by numbers and projections and you sincerely like helping people reach their financial goals, advising is a natural profession,” he said. “The foundational philosophy that we at Allworth have of always placing the needs of the client first makes it a perfect home for me.” A student of all things related to finance, when not studying the markets, or domestic or global economic trends, Jerod enjoys snowboarding and competitive basketball and golf.

More About Jerod:

About Allworth

blue line

30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better — because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.

You get a financial ally for life.

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9