AdvisorOS Directory
Claim Profile
JL

Jessica Lee

SEQUOIA CAPITAL OPERATIONS, LLC·MENLO PARK, California
Unclaimed Profile
2800 SAND HILL RD., MENLO PARK, CA 94025-7055CRD# 7138690Firm CRD# 157373
01

About

Jessica Lee is a registered financial advisor based in MENLO PARK, California, affiliated with SEQUOIA CAPITAL OPERATIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SEQUOIA CAPITAL OPERATIONS, LLC
SEQUOIA CAPITAL OPERATIONS, LLC
AUM
$56.3B
Regulatory assets under management
Employees
202
Total firm employees
View all advisors at SEQUOIA CAPITAL OPERATIONS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: CARRIED INTEREST
Regulatory
SEC/IARD CRD# 7138690
Firm CRD# 157373
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MENLO PARK?

Browse all registered financial advisors in MENLO PARK, California or claim this profile if it's yours.

Browse MENLO PARK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jessica Lee offer?
Jessica Lee specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.
What are Jessica Lee's credentials?
Jessica Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jessica Lee located?
Jessica Lee is based in MENLO PARK, California, working with SEQUOIA CAPITAL OPERATIONS, LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Jessica Lee charge for services?
Jessica Lee's firm is compensated through percentage of aum, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SEQUOIA CAPITAL OPERATIONS, LLC?
SEQUOIA CAPITAL OPERATIONS, LLC has approximately 202 employees and manages $56.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MENLO PARK
Eric John Chin — CROSSLINK CAPITAL, INC.Rhona Thompson — SIGNIA MANAGEMENT COMPANY, LLCMark Greenstein — DRAPER FISHER JURVETSON MANAGEMENT, LLCDonald F Wood — DFJ MANAGEMENT, LLCSarah Elizabeth Rogers — GLYNN CAPITAL MANAGEMENT, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile