Advisor at HighRoad Wealth Advisors, LLC
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Firm
HighRoad Wealth Advisors, LLC
Location
Coos Bay, OR 97420
Credentials
Series 65
Industry experience
< 1 year
Jayden Frank is a financial advisor at HighRoad Wealth Advisors, LLC in Coos Bay, OR. He holds a Series 65 designation and has been in the industry since 2022, including prior experience at HMW CPA's & Associates, LLC. He was a full-time student from 2015 to 2022 before beginning his advisory career. HighRoad Wealth Advisors provides discretionary asset management to individuals, high-net-worth clients, and businesses, serving as a 3(38) investment manager for qualified retirement plans. The firm manages approximately $188.5 million in discretionary assets and applies asset allocation and Modern Portfolio Theory principles in portfolio construction.
Based on HighRoad Wealth Advisors, LLC
Based on HighRoad Wealth Advisors, LLC
$0 - $1,000,000: 1.50% annually $1,000,000.01 - $3,000,000: 1.20% annually $3,000,000.01 - $5,000,000: 1.00% annually $5,000,000.01 - $10,000,000: 0.80% annually $10,000,000.01+: 0.25% annually
Investment Advisor Representatives receive commissions as licensed insurance agents for sales of investment related products (insurance)
Fee-only: Annual investment advisory fee tiered from 1.50% down to 0.25% based on asset levels; ERISA plan services fees up to 1% annually
170 S. 2 Nd Street, Suite 201
Coos Bay, OR 97420
Oregon
HighRoad Wealth Advisors, LLC
2025 - Present (1 year)
HighRoad Wealth Advisors, LLC
2024 - Present (2 years)
HMW CPA's & Associates, LLC
2022 - 2024 (2 years)
Full Time Student
2015 - 2022 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 63, Series 66
Coos Bay, OR
HighRoad Wealth Advisors, LLC
Series 66
Coos Bay, OR
HighRoad Wealth Advisors, LLC
Series 63, Series 65
North Bend, OR
Cetera
Series 66
Coos Bay, OR
Edward Jones
Series 66
North Bend, OR
LPL Financial
Series 66
North Bend, OR
LPL Financial
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