JR
CFA
JR
CFA

Jesse B Root

3 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
768 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$829.8M

Fee Structure

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Location

436 Seventh Avenue, Suite 2800, Pittsburgh, PA, 15219

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jesse is the Treasurer of the Yale Hockey Association since June 2019, a non-compensated position. He is involved with decision making and fundraising, but does not handle funds.

Employment History
Current Registrations
D.B. Root & Company, LLC
February 2024 - Present · 2 yrs
Previous Registrations
Hedgeye Risk Management, LLC
December 2017 - February 2020 · 2 yrs 2 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.