Derek Jobe
Advisor at APELLA Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
APELLA Wealth
Location
West Hartford, CT 06107
Credentials
CFP®, Series 63, Series 65
Industry experience
9 years
About
Derek Jobe is a CFP® professional with nine years of experience in the financial services industry. He currently works at Apella Wealth and has held prior roles at Vestory, LLC, Key Investment Services, and Key Bank. Apella Wealth serves a diverse client base including individual investors, families, corporations, retirement plans, and institutional entities. The firm employs a model-driven investment approach that integrates quantitative methods, external managers, tax-aware strategies, and technology platforms to deliver a range of advisory and portfolio management services.
Expertise
Based on APELLA Wealth
Tax-loss harvesting
Factor investing / smart beta
ESG / Sustainable investing
Retirement plans for business owners (SEP, solo 401k)
Fee options
Financial planning fixed fees negotiated case-by-case, typically one-time unless ongoing services requested
$0 - $500,000: $500,000+: up to 1.50% annually
Financial planning services hourly fees range from $1,000 to $25,000 depending on complexity; ongoing annual fixed fee also available
Account minimum: $500,000
Location
65 Memorial Drive, Suite C340
West Hartford, CT 06107
Most active in
Derek J has reported serving >5 clients in these states in the last 12 months.
Connecticut · Texas · Washington
Work history
Apella Capital, LLC
2021 - Present (5 years)
Vestory, Llc
2018 - 2020 (2 years)
Vestory, LLC
2017 - 2018 (1 year)
Key Investment Services
2016 - 2017 (1 year)
Key Bank
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Philip N
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