Our website is intended to present general information about JDYeager & CO L.L.C, (DBA) JDYeagerAdvisors and JDYeagerInvest, (JDYeager), including descriptions of the services that we offer our clients. The information contained in this Website is provided for informational purposes only, and should not be construed as advice on any subject matter. No recipients of content from this site, clients or otherwise, should act or refrain from acting on the basis of any content included in the site without seeking the appropriate professional advice on the particular facts and circumstances at issue. JDYeager may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. The content of this Website contains general information and may not reflect current developments. JDYeager expressly disclaims all liability in respect to actions taken or not taken based on any or all the contents of this Website. Any information sent to us by Internet e-mail or through the Website is not secure and is done so on a non-confidential basis. Transmission of information from this Website does not create a client relationship between you and JDYeager, nor is it intended to do so. The transmission of the Website, in part or in whole, and/or any communication with JDYeager via Internet e-mail through this site does not constitute or create a client relationship between us and any recipients.
Some links within the Website may lead to other web-sites, including those operated and maintained by third parties. JDYeager includes these links solely as a convenience to you, and the presence of such a link does not imply a responsibility for the linked site or an endorsement of the linked site, its operator, or its contents. This Website and its contents are provided "AS IS" without warranty of any kind, either expressed or implied, including, but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. Furthermore, JDYeager does not wish to establish a client relationship with anyone desiring a relationship based upon viewing this Website in a state where this Website fails to comply with all laws and ethical rules of that state. Nothing provided on our website constitutes tax, legal, accounting, or investment advice. Our website is not a solicitation, offer, recommendation, or advice to buy, sell, or hold securities or other investments, or to pursue any investment style or strategy. Any decisions you make based on information provided on our website are your sole responsibility. Reproduction, distribution, republication, and/or retransmission of material contained within www.JDYeagerAdvisors.com and www.JDYeagerInvest.com (JDYeager) Websites is prohibited unless prior written permission of JDYeager & CO L.LC. has been obtained.
Registered Investment Adviser, or Registered Investment Adviser agent may only transact in a particular state after licensure or satisfying qualification requirements of that state, or only if they are excluded or exempted from the state’s Registered Investment Advisor agent requirements, as the case may be. Follow-up, individualized responses to consumers in a particular state by the Registered Investment Adviser, or Registered Investment Advisor agent that involve either the effecting or attempting to effect transactions in securities or the rendering of investment advice for compensation, as the case may be, shall not be made without first complying with the state’s Registered Investment Adviser, or Registered Investment Advisor agent requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a Registered Investment Adviser, or Registered Investment Advisor agent, a consumer should contact his or her state securities law administrator.
Advisory services are offered through JD Yeager & Co. L.L.C.; an investment advisor firm domiciled in the State of Colorado. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.
Advisory services are offered through JD Yeager & Co. L.L.C.; an investment advisor firm domiciled in the State of Colorado, doing business as JDYeagerAdvisors and JDYeagerInvest (DBA).
JDYeager & CO, L.L.C, doing business as (DBA) JDYeagerAdvisors and JDYeagerInvest (“Advisor”) is an investmeent advisor firm in the State of Colorado. Our website is only intended for clients and interested investors residing in states in which the Advisor is qualified to provide investment advisory services. Please contact JDYeager & CO L.L.C at 720-539-6072 to find out if the investment advisor is qualified to provide investment advisory services in the state where you reside.
We respect the privacy of all clients and prospective clients (collectively termed “customers” per federal guidelines), both past and present. It is recognized that clients have entrusted our firm with non-public personal information, and it is important that both access persons and customers are aware of firm policy concerning what could be done with that information.
The firm collects personal information about customers from the following sources:
• Information provided to us complete their plan or investment recommendation;
• Information provided via engagement agreements and other documents completed in connection with the opening and maintenance of an account;
• Information customers provide verbally; and
• Information received from service providers, such as custodians, about client transactions.
The firm does not disclose non-public personal information about our customers to anyone, except in the following circumstances:
• When required to provide services our customers have requested;
• When our customers have specifically authorized us to do so;
• When required during the course of a firm assessment (i.e., independent audit); or
• When permitted or required by law (i.e., periodic regulatory examination).
To ensure security and confidentiality, the firm maintains physical, electronic, and procedural safeguards to protect the privacy of customer information. Within the firm, access to customer information is restricted to personnel that need to know that information. All access persons and service providers understand that everything handled in firm offices is confidential, and they are instructed not to discuss customer information with someone else that requests information about an account unless they are specifically authorized in writing by the customer to do so. This includes providing information about a family member’s account.
The firm will provide customers with its privacy policy on an annual basis and at any time, in advance, if firm privacy policies are expected to change.
The services and materials described herein are provided on an ‘as is’ and ‘as available” basis, with all faults. The graphical illustrations herein do not represent client information or actual investments. Nothing contained in any presentation, video, statement, service or otherwise, within www.jdyeageradvisors.com is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. JDYeager & Co., L.L.C. disclaims all warranties, express or implied, including, without limitation, warranties of merchantability or fitness for a particular purpose, title, non-infringement or compatibility. JDYeager & Co., L.L.C. makes no representation or warranties that access to and use of our services through www.jdyeageradvisors.com will be uninterrupted and we reserve the right to add to, change, or eliminate any of the services and/or service levels herein without prior notice to any client or non-client of the firm implied or otherwise at our sole discretion. Use of our services outside of a signed contractual advisory relationship does not constitute a relationship with JDYeager & Co., L.L.C. Services made publicly available through www.jdyeageradvisors.com are for use with a financial advisor.