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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2020
- Office Locations
- 1
Office Locations
About Jdyeageradvisors
JD Yeager Advisors is a Parker, Colorado-based independent RIA serving retail clients, including entrepreneurs, with financial planning (estate, insurance, legacy and business succession) alongside discretionary portfolio management. The firm emphasizes asset allocation and risk management, using ETFs, mutual funds and fixed income (including municipals). Custody is through Charles Schwab & Co.
Team overview
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Owner & Executives
ANN MARIE YEAGER
Advisor
- CRD
- --
- Ownership
- 50% but less than 75%
JASON DANIEL YEAGER
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #2413852
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,810,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,810,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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