Sarah J. Yakel

MERIDIAN FINANCIAL PARTNERS LLC

Warrenton, VA 20186

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CRD#: 4637854

Professional summary

Sarah Jean Yakel, CFP®, who also goes by Sarah Jean Clouse, Sarah Jean Clouse, is a registered financial advisor currently at MERIDIAN FINANCIAL PARTNERS LLC located in Warrenton, Virginia.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Sarah has worked at 5 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sarah Jean Clouse | Sarah Jean Clouse

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 Sarah Jean Yakel'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: 2005

Experience

Current

March 8, 2016 - Present

MERIDIAN FINANCIAL PARTNERS LLC

Office #1: 39 South 4th Street, Warrenton, VA 20186

RIA

CRD#: 281969

Warrenton, VA

Past

November 16, 2015 - March 3, 2016

MERIDIAN FINANCIAL PARTNERS LLC

RIA

CRD#: 249790

WARRENTON, VA

Past

June 1, 2008 - March 18, 2010

OSAIC INSTITUTIONS, INC.

RIA

CRD#: 35371

WARRENTON, VA

Past

August 5, 2004 - June 1, 2008

BI INVESTMENTS, LLC

RIA

CRD#: 125437

WARRENTON, VA

Past

March 31, 2003 - May 4, 2004

BB&T ASSET MANAGEMENT, INC.

RIA

CRD#: 108443

WARRENTON, VA

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".

MERIDIAN FINANCIAL PARTNERS LLC

MERIDIAN FINANCIAL PARTNERS LLC | MERIDIAN PARTNERS LLC

CRD#: 281969 / SEC#: 801-107287

RIA

Registered Investment Advisory firm - (3/4/2016 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

Texas
(5/20/2021)

IAR

Virginia
(3/8/2016)

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: 2/14/2003

Uniform Investment Adviser Law Examination

Current Firm

MERIDIAN FINANCIAL PARTNERS LLC

MERIDIAN FINANCIAL PARTNERS LLC | MERIDIAN PARTNERS LLC

CRD#: 281969 / SEC#: 801-107287

RIA

Registered Investment Advisory firm - (3/4/2016 Approved)

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Contact information

Main Address

39 South 4th Street, Warrenton, VA 20186

Mailing Address

Phone number

(540) 878-5416

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MFP ADV 2A FINAL (3/13/2025)

Regulatory assets under management

Total Number of Accounts	1,398
AUM (Assets Under Management)	$ 510,822,690

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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Sarah J. Yakel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Jean Yakel's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERIDIAN FINANCIAL PARTNERS LLC

MERIDIAN FINANCIAL PARTNERS LLC

OSAIC INSTITUTIONS, INC.

BI INVESTMENTS, LLC

BB&T ASSET MANAGEMENT, INC.

Primary Firm SEC Registration

MERIDIAN FINANCIAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/14/2003

Current Firm

MERIDIAN FINANCIAL PARTNERS LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERIDIAN FINANCIAL PARTNERS LLC

TRUST BUT VERIFY

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