DJ
CFA · CFP
DJ
CFA · CFP

Darrell Jayroe

24 Years of Experience
Tulsa, OK
1 Disclosure

Darrell Jayroe is a CFA, CFP-designated registered investment advisor at Inspire Investing, LLC, based in Tulsa, OK, with 24 years of industry experience. Darrell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 455 clients with $4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
455 clients
Average Client Portfolio
$8.7M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.90%
$1.0M - $10.0M1.65%
$10.0M - $50.0M1.40%
$50M+1.15%

Fees are generally negotiable, and the maximum advisory fee is capped at 2.50% annually. Portfolio management makes up a flat 0.65% of the fee, while the advisory services portion varies.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2003
Settled
Employment History
Current Registrations
Inspire Investing, LLC
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Inspire Advisors, LLC
February 2022 - December 2024 · 2 yrs 10 mos
Inspire Investing, LLC
November 2016 - December 2022 · 6 yrs 1 mo
Bok Financial Advisors
October 2012 - September 2016 · 3 yrs 11 mos
Southwest Securities, INC.
January 2003 - October 2004 · 1 yr 9 mos
UBS Painewebber INC.
July 1994 - February 2003 · 8 yrs 7 mos
State Registrations1 state
OK
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors