Advisor at JYE Wealth Advisors, LLC
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Firm
JYE Wealth Advisors, LLC
Location
Portsmouth, VA 23704
Credentials
CFA®
Industry experience
5 years
James Young is a CFA® charterholder with five years of experience in financial advising. He is the principal of JYE Wealth Advisors, LLC, an independent firm he has led since 2023. Prior to this, he worked at Prosperity Capital Advisors and Capital Research and Management Company. Outside of advising, Young is the sole owner of a CPA firm providing bookkeeping, tax, and audit services, and he serves as treasurer and director for several nonprofit organizations, including the Virginia Housing and Community Development Corporation and the Network of Regional Advocacy. JYE Wealth Advisors offers portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm follows a fiduciary approach, emphasizing cyclical and fundamental analysis with a long-term trading strategy, and requires client consent before making transactions.
Based on JYE Wealth Advisors, LLC
Financial planning fees range from $500 to $1,500 fixed fee
1.50% annually
739 High St
Portsmouth, VA 23704
Virginia
JYE Wealth Advisors, LLC
2023 - Present (3 years)
Prosperity Capital Advisors
2020 - 2023 (3 years)
CLP Financial Group, Inc.
2020 - 2022 (2 years)
JYE Financial & Accounting Solutions, LLC
2015 - Present (11 years)
Capital Research and Management Company
2002 - 2020 (18 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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