AdvisorOS Directory
Claim Profile
JY

Jayman Frank Yi

ROEHL & YI INVESTMENT ADVISORS, LLC·EUGENE, Oregon
Unclaimed Profile
450 COUNTRY CLUB ROAD, EUGENE, OR 97401CRD# 3074957Firm CRD# 109258
01

About

Jayman Frank Yi is a registered financial advisor based in EUGENE, Oregon, affiliated with ROEHL & YI INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ROEHL & YI INVESTMENT ADVISORS, LLC
ROEHL & YI INVESTMENT ADVISORS, LLC
AUM
$810M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at ROEHL & YI INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3074957
Firm CRD# 109258
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in EUGENE?

Browse all registered financial advisors in EUGENE, Oregon or claim this profile if it's yours.

Browse EUGENE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jayman Frank Yi offer?
Jayman Frank Yi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EUGENE, Oregon for a consultation.
What are Jayman Frank Yi's credentials?
Jayman Frank Yi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jayman Frank Yi located?
Jayman Frank Yi is based in EUGENE, Oregon, working with ROEHL & YI INVESTMENT ADVISORS, LLC. Their office serves clients in the EUGENE metropolitan area and surrounding communities.
How does Jayman Frank Yi charge for services?
Jayman Frank Yi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ROEHL & YI INVESTMENT ADVISORS, LLC?
ROEHL & YI INVESTMENT ADVISORS, LLC has approximately 16 employees and manages $810M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in EUGENE
Jeffrey B Yamada — MCS FINANCIAL ADVISORS LLCThomas Henry Roehl — ROEHL & YI INVESTMENT ADVISORS, LLCAndrew David Papendieck — THE PAPENDIECK GROUP, LLCPaige P Flory — THE PAPENDIECK GROUP, LLCMichael Charles Stalker — MCS FINANCIAL ADVISORS LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile