Jesse B Root
Investment adviser representative at D.B. Root & Company, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$952.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- D.B. Root & Company, LLCFeb 2020 to now
- Hedgeye Risk Management LLCJun 2017 to Feb 2020
- UnemployedApr 2017 to Jun 2017
- Hockey Club BolzanoAug 2016 to May 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (PA).
D.B. Root & Company, LLC
$952.4MAssets managed
777Clients
15Advisers
11 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
- 6207057
- Firm CRD
- 188512