Jessica B Lee
Investment adviser representative at H Financial Management
22 yearsExperience
1 stateRegistered in
$621.9MFirm assets
17 yearsFirm in business
Are you Jessica B Lee? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- H Financial ManagementJul 2020 to now
- Viveventure, LLCJan 2001 to now
- Pittsburgh Gateways Corp.Mar 2007 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
H Financial Management
Legal name: Hoge Financial Services, LLC
$621.9MAssets managed
557Clients
6Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2764173
- Firm CRD
- 148209