DJ
CFA · CFP
DJ
CFA · CFP

Darrell Ward Jayroe

23 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningInsurance PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
463 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$2.9B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.90%
$1.0M - $10.0M1.65%
$10.0M - $50.0M1.40%
$50M+1.15%

Fees are negotiable, but not to exceed 2.50% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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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 · 2 yrs 11 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
Exams
No exam information available for this advisor.
Darrell Ward Jayroe - Financial Advisor | TrueAdvisor