James Young
James Young is a CFA-designated registered investment advisor at Jye Wealth Advisors, LLC, based in Portsmouth, VA, with 5 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1 clients with $80K 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 | 1.50% |
Fees are negotiable.
Fee Estimator
Location
739 High St, Portsmouth, VA, 23704
Get directionsHistory
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 ActivitiesSells Insurance
James is a sole owner of a CPA firm, JYE Financial & Accounting Solutions, and a licensed insurance agent offering fixed insurance products. He also holds volunteer positions and board memberships, including Treasurer Director for Virginia Housing and Community Development Corporation.
Employment History
Current Registrations
Jye Wealth Advisors, LLC
Previous Registrations
Prosperity Capital Advisors
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.