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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 13 clients, or 13 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on January 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
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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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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,810,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,810,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Jdyeageradvisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.