DJ
CFA · CFP

Darrell Ward Jayroe

23 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
463 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$2.9B

Fee Structure

Financial Plan Fee:$100 - $100,000
Hourly Rate:$100 - $500/hr

Fees for Separately Managed Accounts are negotiable, with the total annual fee being the sum of the Portfolio Management fee (0.65%) and the Advisory Services fee (negotiable). Some investments may include additional expenses. Financial planning is offered with fixed fees ($100-$100,000) or hourly fees ($100-$500). Clients are responsible for third-party fees. Inspire also receives compensation from its proprietary ETFs, ranging from 0.10% - 0.45% annually.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information

Office location
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2003
Settled
Employment History
Current Registrations
Inspire Investing, LLC
March 2023 - Present · 2 yrs 10 mos
Previous Registrations
Inspire Advisors, LLC
February 2022 - December 2024 · 2 yrs 10 mos
Inspire Investing, LLC
November 2016 - December 2022 · 6 yrs 1 mo
Bok Financial Advisors
October 2012 - September 2016 · 3 yrs 11 mos
Southwest Securities, INC.
January 2003 - October 2004 · 1 yr 9 mos
UBS Painewebber INC.
July 1994 - February 2003 · 8 yrs 7 mos
State Registrations1 state
OK
Advisor
Exams
No exam information available for this advisor.