Jessica B. Lee
Professional summary
Jessica B Lee, who also goes by Jessica P Buranosky, Jessica B Lee, Jessica Buranosky Lee, Jessica Patrice Buranosky Lee, is a registered financial advisor currently at H FINANCIAL MANAGEMENT located in Canonsburg, Pennsylvania.
Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jessica has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jessica B Lee's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 17, 2020 - Present
H FINANCIAL MANAGEMENT
Office #1: 400 Southpointe Blvd. Plaza One, Suite 420, Canonsburg, PA 15317January 2, 2002 - October 8, 2002
HARTWOOD INVESTMENTS
April 13, 1999 - July 16, 2002
MF PRIVATE CAPITAL SECURITIES, INC.
April 21, 1998 - May 12, 1998
LPL FINANCIAL LLC
January 3, 1997 - September 19, 1997
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.
August 29, 1996 - January 9, 1997
SAFEGUARD SECURITIES, INC.
Primary Firm SEC Registration
H FINANCIAL MANAGEMENT
CRD#: 148209 / SEC#: 801-69665
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/17/2020)
Exams
Current Firm
H FINANCIAL MANAGEMENT
CRD#: 148209 / SEC#: 801-69665
Contact information
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,589 |
| AUM (Assets Under Management) | $ 533,769,756 |
Red Flags
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