A complete list of active advisors currently associated with Jade Financial LLC

Warmer can help you find a great advisor at Jade Financial LLC or one who fits your needs even better.

Jade Financial LLC is an independent, single-advisor registered investment adviser that provides ongoing portfolio management and financial planning primarily for individual and high‑net‑worth clients. The firm charges asset‑based advisory fees and operates as a solo practitioner, which is typical for firms in this category. The firm documents client goals in Investment Policy Statements and uses a blend of analytic approaches — including fundamental, quantitative, technical, and modern portfolio theory — across a broad set of instruments (mutual funds, ETFs, fixed income, options, private placements, and venture capital). Notably, most client assets are managed on a non‑discretionary basis, and the firm uses the Nucleus model marketplace and associated third‑party tax‑overlay and personalized‑index services, which can give the model provider discretion to trade accounts. Distinctive aspects include that the firm’s principal is also a licensed insurance agent and may receive commission compensation for insurance and annuity sales, a conflict disclosed and managed through client disclosure and periodic review. The firm’s small client base, requirement that clients use specific custodians, absence of block‑trading aggregation, and the availability of fixed‑fee financial planning alongside advisory services differentiate it from many peers.

To learn more about the advisors currently working at Jade Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.