Jeffrey B. Yamada
MCS FAMILY WEALTH ADVISORS
Bend, OR 97703
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CRD#: 4348036
Professional summary
Jeffrey B Yamada, CFP® is a registered financial advisor currently at MCS FAMILY WEALTH ADVISORS located in Bend, Oregon.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jeffrey has worked at 1 firm and has passed the Series 65 exam.
Biography
I help clients answer the financial questions that might otherwise keep them up at night. Advising on retirement, tax, risk, education, or estate planning – or all of the above through comprehensive financial planning – I help people navigate the complex and interrelated aspects of personal finance. My expertise in the securities industry, combined with my experience working with people from diverse cultures and economic backgrounds, informs my work,
Prior to joining MCS Family Wealth Advisors in 2004, I was chief compliance officer and director of operations and IT at a $5B fee-only institutional fixed-income investment advisor. My career in finance began at the global headquarters of Union Bank of Switzerland (UBS) in Zurich and was followed by five years in the firm's North American headquarters in New York City.
I served as a Peace Corps Volunteer in a Carib Amerindian rainforest village in Suriname, South America, and I am an active volunteer with local community service organizations (including Foothill Family Shelter in Upland, CA, Family School in Eugene, OR, FPA of Central Oklahoma, Rotary International, Horse Feathers Equine Rescue, Norman Citizens for Racial Justice). Since 2016 I have served as Board of Directors chair for the Lutheran Volunteer Corps (LVC), a community of faith uniting people to work for peace with justice. LVC places volunteers with full-time positions in social justice non-profit organizations while training volunteers to live sustainably in intentional community, to dismantle racism, and to explore their spirituality.
I enjoy being outside and active (hiking, biking, swimming). I am fluent in English, German, and Sranan Tongo (a Surinamese creole language), and I speak a smattering of French and Dutch.
Question & Answer
What are your service offerings?
Insurance Planning
Retirement Planning
Estate Planning
Tax Planning
Divorce Planning
Investment Planning
Comprehensive Financial Planni...
Inheritance
Do you have an area of expertise or specialization?
AUM
Business Owners
Entrepreneurs
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
What is your minimum asset requirement?
1M
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 Jeffrey B Yamada's 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®
Start date: 2007
Experience
Current
May 25, 2005 - Present
MCS FAMILY WEALTH ADVISORS
Office #1: 750 Nw Charbooneau Ste 201, Bend, OR 97703RIA
CRD#: 106327
Bend, OR
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".
MCS FAMILY WEALTH ADVISORS
MCS FAMILY WEALTH ADVISORS | STALKER MICHAEL CHARLES | MCS FINANCIAL ADVISORS LLC | MCS FINANCIAL ADVISORS
CRD#: 106327 / SEC#: 801-36692
RIA
Registered Investment Advisory firm - (5/31/1990 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
Oregon(5/25/2005)
Current Firm
MCS FAMILY WEALTH ADVISORS
MCS FAMILY WEALTH ADVISORS | STALKER MICHAEL CHARLES | MCS FINANCIAL ADVISORS LLC | MCS FINANCIAL ADVISORS
CRD#: 106327 / SEC#: 801-36692
RIA
Registered Investment Advisory firm - (5/31/1990 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Bend, OR
Mailing Address
750 Nw Charbonneau St. Suite 201, Bend, OR 97703-7047
Phone number
(541) 345-7023
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 216 |
| AUM (Assets Under Management) | $ 156,754,850 |
Red Flags
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