
Jessica Callaham
Financial Advisor and Manager of Operations
Client Vision
Jessica Callaham of Karen Lee and Associates, LLC in Atlanta, Georgia, is a financial advisor with over a decade of experience in the finance industry. She joined Karen Lee and Associates in 2015 and takes pride in the relationships she has built, servicing clients throughout the years. Jessica enjoys helping clients take the guesswork out of answering tough questions like, “How much should I be saving, and where should I invest to meet my goals?” “When can I retire?” “What is the best way to use my assets to supplement income in retirement?” “How do I protect my family from running out of money?” Her approach regarding financial planning is: “Every client situation is unique, and it is my job to offer customized attainable solutions no matter where someone is in their financial journey.” The most challenging obstacles we help clients overcome are managing emotions around investing and assisting clients to adopt new behaviors to support their success in the future.
Areas of Expertise
- Comprehensive Financial Planning
- Cash Flow Management
- Wealth Accumulation
- Liquidation Strategies
- Operations Management
Education/Certification
- Attended University of West Georgia
- Passed Securities Industry Essentials Exam (SIE®)
- Obtained Series 7 & 66 licenses (held through LPL Financial)
- FINRA ID: 6447373
Outside the Office
“I strive to build a close, caring relationship with each client I work with as I want to give my all in helping each family. Really listening and understanding your unique situation is how I work to find attainable solutions that will help you meet your financial goals.”
– Jessica Callaham
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