SOURCE: DeYoe Wealth Management

DeYoe Wealth Management

February 06, 2014 14:27 ET

Jonathan K. DeYoe Announces That DeYoe Wealth Management, Inc. Is Now a Registered Investment Advisor

BERKELEY, CA--(Marketwired - Feb 6, 2014) -   Jonathan K. DeYoe of DeYoe Wealth Management, Inc., who provides financial planning and investment advisory services in Berkeley and Oakland, CA, has announced that the U.S. Securities and Exchange Commission granted the firm's application for registration as an investment adviser under Section 203(c) of the Investment Adviser Act of 1940 on 12/23/2013.

"DeYoe Wealth Management's objective has always been to provide independent, objective advice," said DeYoe, "and we believe that becoming a Registered Investment Advisor with the Securities and Exchange Commission is the logical culmination of this commitment to our clients."

For more information about Jonathan K. DeYoe and DeYoe Wealth Management, Inc. you may visit the firm's website: www.deyoewealthmanagement.com. If you are an advisor and would like to learn about joining our firm, please contact Mr. DeYoe at info@deyoewealthmanagement.com.

DeYoe, a resident of Berkeley, CA is the CEO of DeYoe Wealth Management, Inc., a Registered Investment Advisor in Berkeley. DeYoe and his team specialize in empowering people and non-profits towards their financial success. Through comprehensive Financial Planning, clients can see how their choices contribute to their financial successes and failures. Recognizing the choices that lead to success is the first step of the journey.

About DeYoe Wealth Management
The DeYoe Wealth Management mission is to inspire our clients to pursue their passions and make meaningful financial decisions that are rooted in their values. We are trusted for our knowledge, integrity, discipline and commitment to service. 

Investment Advice and Financial Planning offered through DeYoe Wealth Management, Inc., a Registered Investment Advisor and separate entity from LPL Financial. Mr. DeYoe is an LPL Branch Manager and Securities are offered through LPL Financial member FINRA / SIPC.

Contact Information

  • Contact:
    Nancy Wright Cooper
    DeYoe Wealth Management
    (510) 848-0012, ext. 103
    Email Contact