Jerod Yee

Jerod Yee, CFP®, has extensive experience in the financial and operational sectors. Currently a Financial Advisor at Allworth Financial since November 2020, Jerod has progressed through various roles within the organization, including Sr. Associate Advisor, Associate Advisor, and Operations Representative. Prior to this, Jerod served as a RESURG-Business Leadership Administrator at UC Davis Medical Center, overseeing research assistants focused on clinical trials and assisting with budgeting and financial tasks. Jerod also has experience in customer service as a Ticket Agent at the Mondavi Center, where interaction with donors and patrons was key, and as a Tire Technician at America's Tire Company, where leadership responsibilities were assumed during a promotion to Crew Chief. Jerod earned a Bachelor of Science in Business/Managerial Economics from the University of California, Davis, in 2020.