Jeffrey J. Yost

SJS INVESTMENT SERVICES

SYLVANIA, OH 43560

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CRD#: 4359655

Professional summary

Jeffrey James Yost is a registered financial advisor currently at SJS INVESTMENT SERVICES located in Sylvania, Ohio.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jeffrey has worked at 3 firms and has passed the Series 63 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey James Yost'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®

None

Experience

Current

July 2, 2003 - Present

SJS INVESTMENT SERVICES

Office #1: 6711 Monroe Street Building Iv, Suite A, Sylvania, OH 43560

RIA

CRD#: 107219

SYLVANIA, OH

Past

January 4, 2002 - July 3, 2003

SMH CAPITAL INVESTMENTS LLC

CRD#: 24535

FT. WORTH, TX

Past

March 6, 2001 - October 4, 2001

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

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".

SJS INVESTMENT SERVICES

SJS INVESTMENT CONSULTING INC | SJS INVESTMENT SERVICES

CRD#: 107219 / SEC#: 801-49585

RIA

Registered Investment Advisory firm - (7/3/1995 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

Ohio
(7/2/2003)

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

Series 63

Date: 1/26/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/5/2001

General Securities Representative Examination

Current Firm

SJS INVESTMENT SERVICES

SJS INVESTMENT CONSULTING INC | SJS INVESTMENT SERVICES

CRD#: 107219 / SEC#: 801-49585

RIA

Registered Investment Advisory firm - (7/3/1995 Approved)

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Contact information

Main Address

6711 Monroe St. Building Iv, Suite A, Sylvania, OH 43560

Mailing Address

Phone number

(419) 885-2626

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A AS OF MARCH 2025 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	2,873
AUM (Assets Under Management)	$ 2,526,310,808

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
03/13/2025	Cover Page	Report
01/25/2024	Cover Page	Report

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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Jeffrey J. Yost

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey James Yost's CRS (Customer Relationship Summary).

Certified licenses

Experience

SJS INVESTMENT SERVICES

SMH CAPITAL INVESTMENTS LLC

KEYBANC CAPITAL MARKETS INC.

Primary Firm SEC Registration

SJS INVESTMENT SERVICES

State Registrations and Notice Filings

Exams

Series 63

Date: 1/26/2002

Series 7

Date: 3/5/2001

Current Firm

SJS INVESTMENT SERVICES

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SJS INVESTMENT SERVICES

TRUST BUT VERIFY

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