Jason D. Yeager
Professional summary
Jason Daniel Yeager is a registered financial advisor currently at JDYEAGERADVISORS located in Parker, Colorado.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jason has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jason Daniel Yeager's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 24, 2020 - Present
JDYEAGERADVISORS
June 14, 2011 - November 5, 2019
CHARLES SCHWAB & CO., INC.
June 13, 2011 - November 5, 2019
CHARLES SCHWAB & CO., INC.
April 19, 2005 - May 31, 2011
FIRST WESTERN ADVISORS
April 18, 2005 - May 31, 2011
FIRST WESTERN ADVISORS
August 24, 2004 - April 18, 2005
TD AMERITRADE, INC.
May 17, 2004 - April 18, 2005
TD AMERITRADE, INC.
January 1, 1999 - May 4, 2004
CHARLES SCHWAB & CO., INC.
February 24, 1997 - May 4, 2004
CHARLES SCHWAB & CO., INC.
March 8, 1994 - March 29, 1995
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/24/2020)
Exams
Series 8
Date: 2/17/1998
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
JDYEAGERADVISORS
CRD#: 307193 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 51 |
| AUM (Assets Under Management) | $ 20,468,105 |
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.
