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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
  • Portfolio Management
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Cooperative Center Fed (Cu) 2 years, 4 months Feb 2011 - Jun 2013
Deyoe Wealth Management, Inc 7 years, 10 months Jan 2011 - Present
LPL Financial LLC 16 years Nov 2002 - Present

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Jonathan Deyoe

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 24, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Oct 25, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Oct. 25, 2018
    • $242.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 220
      number of clients
    • $1.1M
      Estimated Average Account Balance Per Client

Deyoe Wealth Management, Inc.

Last updated on June 8, 2017
    • $353.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 220
      number of clients
    • $1.6M
      Estimated Average Account Balance Per Client

Fees

Types of Compensation Arrangements