Jessica Lee
H Financial Management · Canonsburg, Pennsylvania
Jessica Lee is a fee-only financial advisor at H Financial Management in Canonsburg, Pennsylvania. H Financial Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | H Financial Management |
|---|---|
| Based in | Canonsburg, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $621.9M across 1,678 accounts |
| SEC registration | Investment adviser representative in PA · CRD 2764173 |
| Exams passed | Series 63 (1996) · Series 65 (2020) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.hfinancialmanagement.com |
| Profile |
How Jessica's firm compares
- H Financial Management's average account is about $371,000, from its Form ADV (assets managed divided by 1,678 accounts).
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Questions about Jessica
Is Jessica Lee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jessica holds no broker registration, and H Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jessica charge for financial advice?
Jessica's firm, H Financial Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jessica Lee based?
Jessica Lee is based in Canonsburg, Pennsylvania.
Is Jessica Lee registered with the SEC?
Yes. Jessica Lee is registered as an investment adviser representative in PA (CRD 2764173), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does H Financial Management manage?
H Financial Management reports $621.9M across 1,678 accounts in assets under management.
How do I contact Jessica Lee?
Through Jessica's website, www.hfinancialmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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