DFX Intelligence

Data Factory

RIA / WealthAdvisor32 years in industry

JASON DANIEL YEAGER

Advisor at JDYEAGERADVISORS

PARKER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e7b9fee7-d487-22a5-e683-9f33e6a778fa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 1, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JDYEAGERADVISORS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 16, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Nov 16, 1993
First registration: Jan 1, 1999
Dual registered: no
IAPD individual key: 2413852

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Jdyeageradvisors	State registered	Feb 24, 2020	n/a	yes	PARKER, CO	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 14, 2011	Nov 5, 2019	no	ENGLEWOOD, CO\|Lone Tree, CO	Previous registration
FIRST WESTERN ADVISORS	Former SEC adviser	Apr 19, 2005	May 31, 2011	no	SALT LAKE CITY, UT\|HOLLADAY, UT	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Aug 24, 2004	Apr 18, 2005	no	SALT LAKE CITY, UT	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 1, 1999	May 4, 2004	no	ENGLEWOOD, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLES SCHWAB & CO., INC.	Jdyeageradvisors	Nov 5, 2019	Feb 24, 2020	111	Firm change	Ibd to state RIA
FIRST WESTERN ADVISORS	CHARLES SCHWAB & CO., INC.	May 31, 2011	Jun 14, 2011	14	Firm change	Other
TD AMERITRADE, INC.	FIRST WESTERN ADVISORS	Apr 18, 2005	Apr 19, 2005	1	Firm change	Other
CHARLES SCHWAB & CO., INC.	TD AMERITRADE, INC.	May 4, 2004	Aug 24, 2004	112	Firm change	Ibd to new firm

Relationships

Registered with (4)

→ JDYEAGERADVISORSRegistered adviserregistration: current employment
Feb 24, 2020 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jun 14, 2011 to Nov 5, 2019factForm ADV
→ FIRST WESTERN ADVISORSRegistered adviserregistration: previous registration
Apr 19, 2005 to May 31, 2011factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Aug 24, 2004 to Apr 18, 2005factForm ADV

Dated events

No dated event names this entity yet.