Senior Associate Advisor
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.