Jessica Lee
from H Financial Management
Jessica Lee is a financial advisor based in Pennsylvania, Canonsburg, with 30 years of experience. Jessica currently works for H Financial Management. Jessica maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
- Fiduciary duty to act in the best interests of your finances
- Regulated by The Securities and Exchange Commission (SEC)
- Transparent about fees and never take commission when recommending a financial product
Jessica Lee works at H Financial Management
H Financial Management is a financial advisory firm based in Canonsburg, Pennsylvania. It currently has approximately $329,823,406 of assets under management and employs about 5 people. H Financial Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
400 Southpointe Blvd., Plaza One, Suite 420, Canonsburg, Pennsylvania, 15317
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