Jdyeageradvisors

Overview

Jdyeageradvisors is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients with a mix of financial planning, discretionary portfolio management for individuals and small businesses, and the selection and oversight of other advisers. Its business model combines traditional advisory fees tied to assets under management with hourly and fixed-fee engagements, allowing flexibility across planning and delegated investment mandates. Investment activity centers on third‑party manager selection and pooled public funds as the core sleeve. The adviser acts as a capital allocator—building client portfolios from mutual funds and external managers while supplementing those exposures with alternative strategies. Jdyeageradvisors does not position itself as an ESG investor and identifies primarily as a single-state adviser. All reported assets are managed on a discretionary basis.

Assets & Accounts

Investments & Alternatives

Location & Offices