Jayman Yi has been Member, Chief Financial Officer, and Chief Investment Officer of Roehl & Yi Investment Advisors since November 2022, is a control person of the firm and directly owns between 50% and 75% of it. Jayman Yi holds a Bachelor of Science in Accounting from the University of Oregon.
Roehl & Yi Investment Advisors, LLC is an Eugene, OR firm with $959M under management, 500 clients and 10 advisers across 4 offices, as of its March 2026 filing.
Jayman Yi is with Roehl & Yi Investment Advisors, based in Eugene, Oregon. He joined the firm in 2001 and works closely with its individual and retirement plan clients. He is also responsible for the firm's strategic planning and vision, business development and money manager due diligence. Earlier he spent six years in Asia working for a Korean investment bank and in marketing for Kellogg's, then worked for Smith Barney as an investment advisor for three years.
- – present · 24 yearsEugene, OR · Adviser representative · Firm CRD 109258
Investment adviser representative registrations
Jayman Yi is registered as an investment adviser representative in Oregon, since July 2002.
- OregonSince 31 July 2002
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 16 September 1998 |
| Series 65 | Uniform Investment Adviser Law Examination | 12 September 1998 |
| Series 7 | General Securities Representative Examination | 24 August 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jayman Frank Yi
- CRD
- 3074957
- Firm
- Roehl & Yi Investment Advisors · CRD 109258
- Role
- Member, Chief Financial Officer, and Chief Investment Officer
- Office
- 450 COUNTRY CLUB ROAD, SUITE 200, Eugene, OR 97401
- Registration
- Investment adviser registration
- In the industry since
- July 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- roehl-yi.com
Where does Jayman Yi work?
Jayman Yi has been Member, Chief Financial Officer, and Chief Investment Officer of Roehl & Yi Investment Advisors, LLC since November 2022, and is a control person of the firm.
Is Jayman Yi a financial advisor?
Yes. Jayman Yi has a current investment-adviser registration in Oregon, through Roehl & Yi Investment Advisors since July 2002.
How many years of experience does Jayman Yi have?
Jayman Yi has 24 years in the financial industry, since July 2002, across 1 adviser firm.
What exams has Jayman Yi passed?
Jayman Yi has passed 3 licensing exams: the Series 7, Series 65 and Series 63. The earliest, the Series 7, was passed in August 1998. FINRA credited Jayman Yi with the SIE, which began in October 2018.
Where is Jayman Yi based?
Jayman Yi’s registered office is in Eugene, OR.
Is Jayman Yi registered with FINRA?
No. Jayman Yi has no current broker registration.
How can I verify Jayman Yi’s record?
Search CRD 3074957 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jayman Yi’s full registration record.
