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Tyler James Verst

1 Year of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
843 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$50K
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Location

50 E. Rivercenter Blvd, Suite 301, Covington, KY, 41011

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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.

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Other Business Activities

Tyler owns Tyler J Verst CPA LLC, providing tax preparation services. This activity requires minimal time.

Employment History
Current Registrations
Journey Advisory Group, LLC
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Journey Advisory Group, LLC
December 2023 - December 2023 · 0 mos
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.
Tyler James Verst - Financial Advisor | TrueAdvisor