A complete list of active advisors currently associated with JDYEAgerAdvisors

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

The firm provides financial planning and portfolio management primarily to individual and high-net-worth clients, as well as small businesses, foundations and charitable organizations. Services described in the brochure include comprehensive financial planning, retirement-plan advice and ongoing portfolio management delivered on either a discretionary or nondiscretionary basis. Investment decisions are informed by a mix of fundamental, technical/charting and cyclical analysis and the firm uses strategies such as core‑and‑satellite, active management, modern portfolio theory and value investing. Clients receive written investment guidelines and the adviser may recommend or implement third‑party model managers or sub‑advisors; the firm reports access to roughly 200 portfolio model managers through its custodian relationship. Noteworthy aspects for a firm of this size include managing approximately $22.8 million in discretionary assets for a small client base (13 clients) and offering both direct portfolio management and referrals to many external model managers. The adviser is also licensed for insurance advice but states no commission-based compensation for those recommendations, the firm does not vote client proxies on their behalf, and it does not offer wrapped-fee programs.

To learn more about the advisors currently working at JDYEAgerAdvisors, 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.