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JY

Jeffrey T. Yager

SALIENT CAPITAL L.P.
Houston, TX 77024
Some features on this profile are disabled
CRD#: 4448262
JY

Professional summary

Jeffrey Thomas Yager is a registered financial professional currently at SALIENT CAPITAL L.P. located in Houston, Texas.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2001. Jeffrey has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Jeffrey Thomas Yager'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

May 15, 2025 - Present

SALIENT CAPITAL L.P.

Office #1: 10000 Memorial Drive Suite 650, Houston, TX 77024
BD
CRD#: 147912
Houston, TX
Past

July 9, 2021 - July 28, 2023

GLOBALIST CAPITAL, LLC

BD
CRD#: 152786
SANTA MONICA, CA
Past

December 2, 2011 - May 17, 2021

SALIENT CAPITAL ADVISORS, LLC

RIA
CRD#: 153914
HOUSTON, TX
Past

August 29, 2011 - May 17, 2021

SALIENT CAPITAL L.P.

BD
CRD#: 147912
HOUSTON, TX
Past

January 25, 2003 - June 30, 2004

CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC.

BD
CRD#: 40644
JENKINTOWN, PA
Past

October 22, 2001 - January 7, 2003

INVESTOR FORCE SECURITIES, INC.

BD
CRD#: 104318
WAYNE, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(5/15/2025)
RR
Alaska
(5/15/2025)
RR
Arizona
(5/15/2025)
RR
Arkansas
(5/15/2025)
RR
California
(5/15/2025)
RR
Colorado
(5/15/2025)
RR
Connecticut
(5/15/2025)
RR
Delaware
(5/15/2025)
RR
District of Columbia
(5/15/2025)
RR
Florida
(5/15/2025)
RR
Georgia
(5/15/2025)
RR
Hawaii
(5/15/2025)
RR
Idaho
(5/15/2025)
RR
Illinois
(5/15/2025)
RR
Indiana
(5/15/2025)
RR
Iowa
(5/15/2025)
RR
Kansas
(5/15/2025)
RR
Kentucky
(5/15/2025)
RR
Louisiana
(5/15/2025)
RR
Maine
(5/15/2025)
RR
Maryland
(5/15/2025)
RR
Massachusetts
(5/15/2025)
RR
Michigan
(5/15/2025)
RR
Minnesota
(5/15/2025)
RR
Mississippi
(5/15/2025)
RR
Missouri
(5/15/2025)
RR
Montana
(5/15/2025)
RR
Nebraska
(5/15/2025)
RR
Nevada
(5/15/2025)
RR
New Hampshire
(5/15/2025)
RR
New Jersey
(5/15/2025)
RR
New Mexico
(5/15/2025)
RR
New York
(5/15/2025)
RR
North Carolina
(5/15/2025)
RR
North Dakota
(5/15/2025)
RR
Ohio
(5/16/2025)
RR
Oklahoma
(5/15/2025)
RR
Oregon
(5/15/2025)
RR
Pennsylvania
(5/15/2025)
RR
Rhode Island
(5/15/2025)
RR
South Carolina
(5/15/2025)
RR
South Dakota
(5/15/2025)
RR
Tennessee
(5/15/2025)
RR
Texas
(5/15/2025)
RR
Utah
(5/15/2025)
RR
Vermont
(5/15/2025)
RR
Virginia
(5/15/2025)
RR
Washington
(5/15/2025)
RR
West Virginia
(5/15/2025)
RR
Wisconsin
(5/15/2025)
RR
Wyoming
(5/15/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/1/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/5/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/26/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/7/2022
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SC
SALIENT CAPITAL L.P.
SALIENT CAPITAL L.P.

CRD#: 147912 / SEC#: , 8-67938

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
10000 Memorial Drive Suite 650, Houston, TX 77024
Mailing Address
10000 Memorial Drive Suite 650, Houston, TX 77024
Phone number
(346) 348-0922
Established
Texas since 04/03/2002
Firm type
Other Types of Legal Formation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WESTWOOD HOLDINGS GROUP, INC.LIMITED PARTNERS
LANG, LAURACHIEF FINANCIAL OFFICER / PRINCIPAL FINANCIAL OFFICER / FINOP2249418
REID, GREGORY ALLENPRESIDENT2176683
SCHLAG, JAMIE LEECHIEF COMPLIANCE OFFICER6114352
WHG GP HOLDCO, LLCGENERAL PARTNER

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.

Company Information

SALIENT CAPITAL L.P.

CRD#: 147912Houston, TX 77024

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