Jesse Root has been Chief Operating Officer of D.B. Root & Company since January 2024, is a control person of the firm and directly owns under 5% of it. Jesse Root holds a Bachelor of Arts from Yale University.
D.B. Root & Company, LLC is a Pittsburgh, PA firm with $952M under management, 777 clients and 15 advisers across 2 offices, as of its June 2026 filing.
Jesse B. Root is Chief Operating Officer of DBR & CO, based in Pittsburgh. He develops service processes, conducts strategic planning and financial analyses, and is responsible for investment strategy development, investment analysis and manager selection. He is a member of the firm's Investment Committee. Before joining DBR, he was an equity research analyst focused on the energy sector.
Jesse Root’s longest registration is the current one, 2 years at D.B. Root & Company since 2024. Before joining D.B. Root & Company in 2024, Jesse Root was registered through Hedgeye Risk Management, LLC.
- D.B. Root & Company, LLCCurrent– present · 2 yearsPittsburgh, PA · Adviser representative · Firm CRD 188512
- Hedgeye Risk Management, LLC– · 2 yearsStamford, CT · Adviser representative · Firm CRD 147272
Professional designations
Listed by D.B. Root & Company
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Jesse Root is registered as an investment adviser representative in Pennsylvania, since February 2024.
- PennsylvaniaSince 23 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 December 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jesse B Root
- CRD
- 6207057
- Firm
- D.B. Root & Company · CRD 188512
- Role
- Chief Operating Officer
- Office
- 436 SEVENTH AVENUE, SUITE 2800, Pittsburgh, PA 15219
- Registration
- Investment adviser registration
- In the industry since
- December 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dbroot.com
Where does Jesse Root work?
Jesse Root has been Chief Operating Officer of D.B. Root & Company, LLC since January 2024, and is a control person of the firm.
Is Jesse Root a financial advisor?
Yes. Jesse Root has a current investment-adviser registration in Pennsylvania, through D.B. Root & Company since February 2024.
How many years of experience does Jesse Root have?
Jesse Root has 4 years in the financial industry, since December 2021, across 2 adviser firms.
What exams has Jesse Root passed?
Jesse Root passed the Series 65 in December 2017.
Where did Jesse Root work before D.B. Root & Company?
Before D.B. Root & Company, Jesse Root was registered through Hedgeye Risk Management, LLC, December 2017 to February 2020.
Where is Jesse Root based?
Jesse Root’s registered office is in Pittsburgh, PA.
Is Jesse Root registered with FINRA?
No. Jesse Root has no current broker registration.
Is Jesse Root a CFA charterholder?
D.B. Root & Company lists Jesse Root with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Jesse Root’s record?
Search CRD 6207057 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jesse Root’s full registration record.
David RootChief Executive- Heather OstrowskiChief Financial Officer
- Richard ChenChief Compliance Officer
Michael AroestyChief Investment Officer