Jayman Frank Yi

Employer firm

Roehl & Yi Investment Advisors, LLC CRD 109258

$959M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2001 → Present
  Roehl & Yi Investment Advisors, Llc
  Eugene, OR

Other Businesses

ROEHL & YI INSURANCE INVESTMENT SERVICES - NON-INVESTMENT RELATED - SAME ADDRESS - INSURANCE - AGENT/CONTRACTOR - 2007 - 10 HRS/MO - NONE DURING TRADING - INSURANCE SALES **ROEHL & YI INVESTMENT ADVISORS - INVESTMENT RELATED - SAME ADDRESS - PART OWNER - 2007 - 160 HRS/MO - 120 HRS/MO DURING TRADING - INVESTMENT ADVICE TO CLIENTS, TRADE PLACEMENT, ETC. EUGENE COUNTRY CLUB - 255 COUNTRY CLUB ROAD, EUGENE, OR - NON-INVESTMENT RELATED - BOARD MEMBER - 2018 - 2-4 HOURS PER MONTH. GREATER FIRST TEE OF OREGON - 19825 RIVER ROAD, GLADSTONE, OR - INVESTMENT RELATED - INVESTMENT COMMITTEE - 2015 - 2-3 HOUR PER MONTH.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-09-16
• S65 Uniform Investment Adviser Law Examination
  1998-09-12