Jerome Vernon Lee
Investment adviser representative at Evermay Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$1.3BFirm assets
17 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Evermay Wealth Management, LLCSep 2026 to now
- Ares Management CorporationAug 2024 to Aug 2026
- US House of RepresentivesJun 2022 to Aug 2022
- US House of RepresentivesOct 2020 to Jun 2021
- Hampton UniversityAug 2020 to Jun 2024
- Dematha Catholic High SchoolJun 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
Evermay Wealth Management, LLC
$1.3BAssets managed
567Clients
23Advisers
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
- 7971763
- Firm CRD
- 149230