Jason Yeager is a registered investment advisor at Jdyeageradvisors, based in Parker, CO, with 29 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 13 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.70% |
Fee is based on a blended tier. For example, a $750,000 account is charged 0.90% on the first $500,000 and 0.80% on the remaining amount.
Fee Estimator
Location
Parker, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Jdyeageradvisors
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
First Western Advisors
First Western AdvisorsBroker
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations1 state
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.