Jeffrey Yoakum
Professional summary
Jeffrey Yoakum, CFP®, who also goes by Jeff Yoakum, is a registered financial advisor currently at YOAKUM WEALTH MANAGEMENT located in South San Francisco, California.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jeffrey has worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Yoakum's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1995
Experience
April 8, 2020 - Present
YOAKUM WEALTH MANAGEMENT
November 4, 2013 - April 3, 2020
LPL FINANCIAL LLC
October 31, 2013 - April 3, 2020
LPL FINANCIAL LLC
September 13, 2012 - December 11, 2015
ABUNDA FINANCIAL, LLC
December 1, 2011 - September 26, 2012
SILICON VALLEY WEALTH ADVISORS, LLC
March 23, 2006 - March 9, 2007
MBSC, LLC
September 9, 2003 - February 3, 2006
NORTHERN TRUST SECURITIES, INC.
March 15, 2002 - February 3, 2006
NORTHERN TRUST SECURITIES, INC.
March 27, 1995 - June 16, 1997
MARKETING ONE SECURITIES, INC.
December 9, 1994 - June 16, 1995
NYLIFE SECURITIES LLC
July 2, 1993 - November 29, 1994
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/8/2020)
Exams
Current Firm
YOAKUM WEALTH MANAGEMENT
CRD#: 307916 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 100 |
| AUM (Assets Under Management) | $ 68,463,848 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
