Jerod Kin Song Yee

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2020 → 11/2020
  Equitable Advisors, Llc
  New York, NY
• 09/2019 → 06/2020
  Uc Davis Department Of Surgery
  Sacramento, CA
• 09/2018 → 06/2020
  University Of California Davis
  Davis, CA
• 06/2017 → 01/2018
  America's Tire Company
  Rancho Cordova, CA
• 09/2016 → 06/2020
  University Of California
  Davis, CA
• 06/2010 → 06/2017
  Unemployed
  Folsom, CA
• 12/2020 → Present
  Aw Securities
  Sacramento, CA
• 11/2020 → Present
  Allworth Financial
  Sacramento, CA

Exams

• S66 Uniform Combined State Law Examination
  2021-12-05

Other Names

• Jerod Yee