Jeffrey W. Yeakle

MY WEALTH MANAGEMENT,

Germantown, MD 20876

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CRD#: 2818198

Professional summary

Jeffrey Wayne Yeakle, CFP®, ChFC® is a registered financial advisor currently at MY WEALTH MANAGEMENT, INC located in Germantown, Maryland.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jeffrey has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 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.

1) MY WEALTH MANAGEMENT. INVESTMENT RELATED. RIA.FEE BASED INVESTMENTS AND FINANCIAL PLANNING. 09/2013. PRESIDENT, 140 HOURS PER MO.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Wayne Yeakle'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®

CFP^®

Certified Financial Planner

Start date: 2003

ChFC^®

Chartered Financial Consultant

Experience

Current

September 6, 2013 - Present

MY WEALTH MANAGEMENT, INC

Office #1: 12410 Milestone Center Drive Suite 175, Germantown, MD 20876

RIA

CRD#: 168566

Germantown, MD

Past

September 30, 2013 - June 21, 2017

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

GAITHERSBURG, MD

Past

August 27, 2003 - November 25, 2013

MCGLAUGHLIN YEAKLE, INC.

RIA

CRD#: 119532

GAITHERSBURG, MD

Past

January 8, 2003 - October 21, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

GAITHERSBURG, MD

Past

October 2, 2002 - October 21, 2013

LPL FINANCIAL LLC

CRD#: 6413

GAITHERSBURG, MD

Past

April 17, 2001 - September 19, 2002

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

CHARLOTTE, NC

Past

November 20, 1996 - September 23, 1999

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

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".

MY WEALTH MANAGEMENT, INC

MCGLAUGHLIN YEAKLE | MY WEALTH MANAGEMENT, INC. | MY WEALTH MANAGEMENT, INC

CRD#: 168566 / SEC#: 801-78477

RIA

Registered Investment Advisory firm - (9/6/2013 Approved)

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

Maryland
(9/6/2013)

IAR

Texas
(11/8/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/7/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/21/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/21/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/18/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/16/2007

General Securities Principal Examination

Current Firm

MY WEALTH MANAGEMENT, INC

MCGLAUGHLIN YEAKLE | MY WEALTH MANAGEMENT, INC. | MY WEALTH MANAGEMENT, INC

CRD#: 168566 / SEC#: 801-78477

RIA

Registered Investment Advisory firm - (9/6/2013 Approved)

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Contact information

Main Address

12410 Milestone Center Drive Suite 175, Germantown, MD 20876

Mailing Address

Phone number

(301) 330-7900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (10/29/2025)

Regulatory assets under management

Total Number of Accounts	298
AUM (Assets Under Management)	$ 156,182,000

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.

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Advisor Monitoring

Firm Stability Insights

Jeffrey W. Yeakle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Wayne Yeakle's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

MCGLAUGHLIN YEAKLE, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

UVEST FINANCIAL SERVICES GROUP, INC.

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

MY WEALTH MANAGEMENT, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/7/2003

Series 63

Date: 11/21/1996

SIE

Date: 6/21/2017

Series 7

Date: 11/18/1996

Series 24

Date: 8/16/2007

Current Firm

MY WEALTH MANAGEMENT, INC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MY WEALTH MANAGEMENT, INC

TRUST BUT VERIFY

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