About

Jaydee Villaflor

Relationship Manager

Joined Bell: 2020

Hidden Talent: Coloring books & DIYing

Inspiration: Family and music

Jaydee joined Bell Investment Advisors in July 2020 and serves as a Relationship Manager. Jaydee is highly motivated and progress-focused and has extensive experience in the finance industry. She has held client service and operations roles with various firms in the Bay Area, including seven years with Barclays Wealth. She has successfully completed the Series 7, Series 63 and Series 9 examinations administered by FINRA and is also a California Notary Public.

As a San Francisco Native, Jaydee has strong ties to the Bay Area. She is an avid sports fan. Go WARRIORS!! She enjoys live theater productions, spending time with her family, and anything Disney-related. She and her family visit The Magic Kingdom a few times throughout the year.

 

 

Market Analysis

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Global Markets in July
August 4, 2020 Global Markets in July As July came to a close, the major categories of equities generated some …Read More

Video

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Webinar: Economic Recovery – How Might 2020 End?
July 22, 2020 Presenters: Laurent Harrison, CFP®, Senior Investment Advisor and Financial Planner Ryan Kelley, …Read More

Publication

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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More