Derek Charles Jobe

CFP

Apella Wealth

9 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation Planning

Apella Wealth

Compensation

Fee-Only (AUM)

Firm Size

68 advisors

Number of Clients

3,976 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$4.7B

Fee Structure

Minimum Investment:$500K

Location

65 Memorial Drive, Suite C340, West Hartford, CT, 06107

Get directions

History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Apella Wealth

January 2021 - Present · 5 yrs 1 mo

Previous Registrations

Vestory, LLC

January 2018 - December 2020 · 2 yrs 11 mos

Key Investment Services LLCBroker

July 2016 - October 2017 · 1 yr 3 mos

State Registrations3 states

CTTXWA

Advisor

Exams

No exam information available for this advisor.