Jessica Lee is a registered investment advisor at Rockefeller Capital Management, based in Atlanta, GA, with 19 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35,950 clients with $70B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rockefeller Financial offers investment advisory services for a fee, either as a flat annual dollar amount or as a percentage of the value of your portfolio. The specific fee will depend on the type of advisory service you receive and will be agreed upon with your advisor. The fees you pay may differ from those paid by other clients, based on factors like the scope and size of your relationship, the complexity of your needs, and your advisor's approach.
Location
3060 Peachtree Road, NW, Suite 110, Atlanta, GA, 30305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jessica is a director at the Washington Wellesley Club and a board member at SMYAL, both non-profit organizations. She dedicates minimal time to each role and neither is investment-related.
Employment History
Current Registrations
Rockefeller Capital Management
Rockefeller Financial LLCBroker
Rockefeller Capital Management
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Morgan Stanley
Morgan StanleyBroker
Katalyst Securities LLCBroker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.