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.