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Jerod Yee

Senior Associate Advisor

  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 Senior Associate 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.

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23,000+ Clients

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30 Years in Business

$19 billion AUM4

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