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Derek Charles Jobe

Apella Wealth

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About Derek Charles Jobe

Derek Charles Jobe is a financial advisor who is registered with Apella Wealth. Derek holds a Certified Financial Planner designation. Derek has been in the financial services industry since June 2016. Derek's experience includes working for Key Investment Services LLC. Derek is registered to provide investment advisory services in Connecticut and Washington.

Firm Information

Derek Jobe is currently registered with Apella Wealth. Apella Wealth is an investment advisor registered with the SEC and based in West Hartford, CT. With a team of over 40 investment advisor representatives, they manage approximately $3.35 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Apella Wealth specializes in financial planning and portfolio management.
Apella Wealth

65 MEMORIAL DRIVE

WEST HARTFORD, CT 06107

$3.35B

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee for financial planning services. fees for technology.

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Derek Jobe’s Registration & Firm History

CT

01/05/2021 - Present

Apella Wealth (WEST HARTFORD CT)

WA

07/12/2016 - 10/30/2017

KEY INVESTMENT SERVICES LLC (BELLEVUE WA)

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Licenses & Designations

IA

Issued 01/05/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/22/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/30/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/12/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Derek Charles Jobe.
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