DJ

Darrell W. Jayroe

INSPIRE INVESTING
Tulsa, OK
Some features on this profile are disabled
CRD#: 2406807
DJ

Professional summary


Darrell Ward Jayroe, CFP® is a registered financial advisor currently at INSPIRE INVESTING, LLC located in Tulsa, Oklahoma.

Darrell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Darrell has worked at 6 firms and has passed the Series 65, Series 63, Series 3, Series 7 and Series 8 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Darrell Ward Jayroe's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

Experience


Current

March 1, 2023 - Present

INSPIRE INVESTING, LLC

RIA
CRD#: 171988
Tulsa, OK
Past

February 28, 2022 - December 31, 2024

INSPIRE ADVISORS, LLC

RIA
CRD#: 300279
Tulsa, OK
Past

November 17, 2016 - December 31, 2022

INSPIRE INVESTING, LLC

RIA
CRD#: 171988
Tulsa, OK
Past

October 25, 2012 - September 20, 2016

BOK FINANCIAL SECURITIES, INC.

RIA
CRD#: 17530
TULSA, OK
Past

January 31, 2003 - October 21, 2004

HILLTOP SECURITIES INC.

RIA
CRD#: 6220
OKLAHOMA CITY, OK
Past

January 31, 2003 - October 21, 2004

HILLTOP SECURITIES INC.

BD
CRD#: 6220
DALLAS, TX
Past

July 20, 1994 - February 14, 2003

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
OKLAHOMA CITY, OK
Past

May 7, 1994 - February 14, 2003

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

January 3, 1994 - May 20, 1994

TOWER INVESTMENT GROUP, INC.

BD
CRD#: 24180

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
II
INSPIRE INVESTING, LLC
CHRISTIAN WEALTH MANAGEMENT | NETZLY, ROBERT | INSPIRE INVESTING, LLC | INSPIRE | CWM ADVISORS, LLC

CRD#: 171988 / SEC#: 801-108947

RIA
Registered Investment Advisory firm - (1/20/2017 Approved)
California
Registered Investment Advisory firm - (2/23/2017 Terminated)
Indiana
Registered Investment Advisory firm - (1/25/2017 Terminated)
Louisiana
Registered Investment Advisory firm - (1/25/2017 Terminated)
Ohio
Registered Investment Advisory firm - (1/25/2017 Terminated)
Oklahoma
Registered Investment Advisory firm - (1/24/2017 Terminated)
Tennessee
Registered Investment Advisory firm - (1/24/2017 Terminated)
Texas
Registered Investment Advisory firm - (1/24/2017 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oklahoma
(3/1/2023)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 7/31/1996
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


II
INSPIRE INVESTING, LLC
CHRISTIAN WEALTH MANAGEMENT | NETZLY, ROBERT | INSPIRE INVESTING, LLC | INSPIRE | CWM ADVISORS, LLC

CRD#: 171988 / SEC#: 801-108947

RIA
Registered Investment Advisory firm - (1/20/2017 Approved)
California
Registered Investment Advisory firm - (2/23/2017 Terminated)
Indiana
Registered Investment Advisory firm - (1/25/2017 Terminated)
Louisiana
Registered Investment Advisory firm - (1/25/2017 Terminated)
Ohio
Registered Investment Advisory firm - (1/25/2017 Terminated)
Oklahoma
Registered Investment Advisory firm - (1/24/2017 Terminated)
Tennessee
Registered Investment Advisory firm - (1/24/2017 Terminated)
Texas
Registered Investment Advisory firm - (1/24/2017 Terminated)
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Contact information


Main Address
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646
Mailing Address
Phone number
(877) 658-9473
Established
Firm type
Fiscal year end
# of Employees
33

SEC notice filing (15 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts455
AUM (Assets Under Management)$ 3,962,234,942

Red Flags


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Company Information


INSPIRE INVESTING, LLC

CRD#: 171988Tulsa, OK

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