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Derek Charles Jobe

Apella Wealth

West Hartford, CT

Bellevue, WA

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Current Employers
Apella Wealth

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-26
CT RA APPROVED 2021-01-06
WA RA APPROVED 2021-01-05
  • TX RA
    APPROVED
    Since 2025-06-26
  • CT RA
    APPROVED
    Since 2021-01-06
  • WA RA
    APPROVED
    Since 2021-01-05

Branch Locations

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

2821 Northup Way Suite 250, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Key Bank Shoreline WA 09/2015 10/2017
Key Investment Services Shoreline WA 06/2016 10/2017
Vestory, Llc Bellevue WA 10/2017 01/2018
Vestory, Llc Bellevue WA 01/2018 12/2020
Apella Wealth West Hartford CT 01/2021 Present
  • 09/2015 → 10/2017
    Key Bank
    Shoreline, WA
  • 06/2016 → 10/2017
    Key Investment Services
    Shoreline, WA
  • 10/2017 → 01/2018
    Vestory, Llc
    Bellevue, WA
  • 01/2018 → 12/2020
    Vestory, Llc
    Bellevue, WA
  • 01/2021 → Present
    Apella Wealth
    West Hartford, CT
Previous Registrations
  • 2018-01-05 → 2020-12-31
    Vestory, Llc
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-05
S63 Uniform Securities Agent State Law Examination 2016-08-22
  • S65 Uniform Investment Adviser Law Examination
    2018-01-05
  • S63 Uniform Securities Agent State Law Examination
    2016-08-22
Designations
Other Names
  • Derek Jobe

View on SEC IAPD

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Other Offices

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC · WEST HARTFORD, CT
COMMONWEALTH FINANCIAL NETWORK · West Hartford, CT
JANNEY MONTGOMERY SCOTT LLC · West Hartford, CT
LPL FINANCIAL LLC · WEST HARTFORD, CT
CETERA INVESTMENT ADVISERS LLC · WEST HARTFORD, CT
LPL FINANCIAL LLC · WEST HARTFORD, CT
PRIME CAPITAL FINANCIAL · West Hartford, CT
THE PATRIOT FINANCIAL GROUP, LLC · WEST HARTFORD, CT

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