David Jang is a registered investment advisor at Deep Blue Investment Advisors, based in Tampa, FL, with 22 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 28 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees may be tiered down and/or negotiated by clients if certain minimum levels of assets under management are attained.
Fee Estimator
Location
5502 North Nebraska Ave, Tampa, FL, 33604
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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 →Other Business Activities
David is a passive investor in 8207 High Oaks Trail LLC and a managing member of a residential rental property. He is also a partner and investment advisor at Wertz York Capital Management Group Inc., dedicating nearly full-time hours to this role, and an independent director for GTJ REIT, spending minimal time on this.
Employment History
Current Registrations
Deep Blue Investment Advisors
Previous Registrations
First Dominion Capital CORP.Broker
Davidson Fixed Income Management, INC.
D.A. Davidson & CO.Broker
Pfm Fund Distributors, INC.Broker
Multi-Bank Securities, INC.Broker
Sovereign Securities Corporation, LLCBroker
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.