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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.

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.

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- Jerod Yee, Allworth Financial Advisor

More About Jerod:

About Allworth

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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.

We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — 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

23,000+ Clients

Best in Class Advisors

NBRI3

Best in Class Ethics

NBRI3

30 Years in Business

$19 billion AUM4

Top 100 RIA Firm

Barron's1

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1 Barron’s 2020 Top 100 RIA Firms. Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. 

2 Retention Rate Source: Allworth Internal Data, FY 2022

3 The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey. 

4 As of 1/2024, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $19 billion in total assets under management and administration. 

5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience. 

6  2021 Value of an Advisor Study / Russel Investments

7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.