A complete list of active advisors currently associated with JYE Wealth Advisors, LLC
Warmer can help you find a great advisor at JYE Wealth Advisors, LLC or one who fits your needs even better.
JYE Wealth Advisors, LLC is a small independent registered investment adviser that provides ongoing portfolio management and financial planning to individuals, high‑net‑worth individuals, charitable organizations, and business entities; the firm currently reports serving one client and managing roughly $80,000. It prepares written investment policy statements and generally recommends mutual funds, ETFs, fixed income, real estate funds (including REITs) and insurance products, including annuities, to implement client plans. The firm documents client goals, time horizon and risk tolerance and applies a client‑tailored process that uses fundamental and cyclical analysis and a long‑term trading approach, with annual reviews and quarterly custodian reporting. JYEWM does not exercise investment discretion—transactions are executed only with client approval—and requires clients to use specific custodians for account custody and trade execution. Notable operational features include formal outside businesses: the principal maintains an accounting practice and is a licensed insurance agent, with disclosed time commitments to those activities and acceptance of commission compensation for insurance sales; the brochure notes these create conflicts of interest that the firm documents and addresses through disclosure and periodic review. The firm’s solo‑advisor structure combined with its very small client base and AUM, its requirement that clients use designated broker‑dealers, and its policy not to aggregate block trades distinguish its operational profile from many peers.
To learn more about the advisors currently working at JYE Wealth Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Portsmouth, VA
| 5
|
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