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Jeffrey Jen-chie Yu

Captrust

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About Jeffrey Jen-chie Yu

Jeffrey Yu is an investment advisor representative with Captrust, a firm based in Raleigh, NC. Jeffrey is registered with the state of Indiana and has been in the industry since at least 2007. Jeffrey has a Series 65 and holds the Certified Financial Planner designation. Jeffrey provides financial planning, pension consulting and portfolio management services to individuals, businesses, and pooled investment vehicles. Jeffrey also provides publication of periodicals and selection of other advisors services. Jeffrey has experience working with various clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth.

Firm Information

Jeffrey Yu is currently registered with Captrust. Captrust is an investment advisor with offices in Raleigh, NC. It has 718 investment adviser representatives and manages over $852 billion in client assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Captrust provides a wide range of financial planning and portfolio management services, including publication of periodicals, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.
Captrust

4208 SIX FORKS RD

RALEIGH, NC 27609

$852.17B

Assets Under Management

Not reported

Total Clients

700

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jeffrey Yu’s Registration & Firm History

IN

12/01/2023 - Present

Captrust (INDIANAPOLIS IN)

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Licenses & Designations

IA

Issued 12/30/2002

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Jen-chie Yu.
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