# Jason Yeager

> Jason Yeager is a fee-only financial advisor at JD Yeager & in Parker, Colorado. Jason focuses on estate & legacy planning. JD Yeager & reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-yeager/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** JD Yeager &
- **Based in:** Parker, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $22.8M across 52 accounts
- **Specialties:** Estate & legacy planning
- **CRD:** 2413852 (https://adviserinfo.sec.gov/individual/summary/2413852)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 63 (1993), Series 66 (2004)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.jdyeageradvisors.com

## Frequently asked questions

### Is Jason Yeager a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and JD Yeager & reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jason charge for financial advice?

Jason's firm, JD Yeager &, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jason Yeager based?

Jason Yeager is based in Parker, Colorado.

### What does Jason specialize in?

Jason's specialties include estate & legacy planning.

### Is Jason Yeager registered with the SEC?

Yes. Jason Yeager is registered as an investment adviser representative in CO (CRD 2413852), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does JD Yeager & manage?

JD Yeager & reports $22.8M across 52 accounts in assets under management.

### How do I contact Jason Yeager?

Through Jason's website, www.jdyeageradvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2413852): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.jdyeageradvisors.com//): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.