Shane G. Yonston

IMPACT INVESTORS

SAN DIEGO, CA 92013

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CRD#: 4799518

Professional summary

Shane Garret Yonston, AIF®, CFP®, who also goes by Shane Garrett Johnston, Shane Johnston, Shane Garrett Yonston, is a registered financial advisor currently at IMPACT INVESTORS located in San Diego, California.

Shane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Shane has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Shane Garrett Johnston | Shane Johnston | Shane Garrett Yonston

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.

INSURANCE LICENSED. TITLE: AGENT. ACTIVITY: SELLING LIFE AND LONG TERM CARE INSURANCE POLICES. INVESTMENT RELATED. APPROX 5 H/P/M OF WHICH ALL ARE DURING TRADING HOURS. DUTIES: SELLING AND SERVICING EXISTING POLICICES FOR CLIENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shane Garret Yonston'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

February 16, 2018 - Present

IMPACT INVESTORS

Office #1: 3788 Park Boulevard Suite 6, San Diego, CA 92013

RIA

CRD#: 289028

SAN DIEGO, CA

Past

June 27, 2016 - June 26, 2018

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

San Diego, CA

Past

June 27, 2016 - June 26, 2018

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

San Diego, CA

Past

November 6, 2014 - July 22, 2016

PROTECTED INVESTORS OF AMERICA

RIA

CRD#: 6082

BERKELEY, CA

Past

November 6, 2014 - July 22, 2016

PROTECTED INVESTORS OF AMERICA

CRD#: 6082

BERKELEY, CA

Past

February 28, 2012 - November 7, 2014

CETERA ADVISORS LLC

RIA

CRD#: 10299

LA MESA, CA

Past

February 28, 2012 - November 7, 2014

CETERA ADVISORS LLC

CRD#: 10299

LA MESA, CA

Past

January 28, 2010 - November 28, 2014

BLUE SUMMIT WEALTH MANAGEMENT

RIA

CRD#: 148782

SAN DIEGO, CA

Past

April 24, 2009 - December 31, 2009

BLUE SUMMIT WEALTH MANAGEMENT

RIA

CRD#: 148782

LA MESA, CA

Past

January 6, 2009 - February 28, 2012

PACIFIC WEST FINANCIAL CONSULTANTS INC

RIA

CRD#: 108728

RENTON, WA

Past

January 2, 2009 - February 28, 2012

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

LA MESA, CA

Past

July 18, 2005 - December 31, 2008

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

LA MESA, CA

Past

July 18, 2005 - December 31, 2008

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

LA MESA, CA

Past

October 11, 2004 - July 20, 2005

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

SAN DIEGO, CA

Past

August 10, 2004 - July 20, 2005

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

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".

IMPACT INVESTORS

IMPACT INVESTORS | IMPACT INVESTORS, INC.

CRD#: 289028 / SEC#: 801-118267

RIA

Registered Investment Advisory firm - (3/20/2020 Approved)

California

Registered Investment Advisory firm - (4/23/2020 Terminated)

Colorado

Registered Investment Advisory firm - (3/31/2020 Terminated)

Texas

Registered Investment Advisory firm - (3/24/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(2/16/2018)

IAR

Colorado
(10/19/2018)

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 66

Date: 10/9/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/26/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/9/2004

General Securities Representative Examination

Current Firm

IMPACT INVESTORS

IMPACT INVESTORS | IMPACT INVESTORS, INC.

CRD#: 289028 / SEC#: 801-118267

RIA

Registered Investment Advisory firm - (3/20/2020 Approved)

California

Registered Investment Advisory firm - (4/23/2020 Terminated)

Colorado

Registered Investment Advisory firm - (3/31/2020 Terminated)

Texas

Registered Investment Advisory firm - (3/24/2020 Terminated)

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Contact information

Main Address

870 Market St Suite 482, San Francisco, CA 94104

Mailing Address

548 Market St #82444, San Francisco, CA 94104

Phone number

(888) 463-6861

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IMPACT INVESTORS ADV (3/28/2025)

Regulatory assets under management

Total Number of Accounts	770
AUM (Assets Under Management)	$ 282,957,322

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

Shane G. Yonston

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shane Garret Yonston's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

PROTECTED INVESTORS OF AMERICA

PROTECTED INVESTORS OF AMERICA

CETERA ADVISORS LLC

CETERA ADVISORS LLC

BLUE SUMMIT WEALTH MANAGEMENT

BLUE SUMMIT WEALTH MANAGEMENT

PACIFIC WEST FINANCIAL CONSULTANTS INC

PACIFIC WEST SECURITIES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

Primary Firm SEC Registration

IMPACT INVESTORS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/9/2004

SIE

Date: 6/26/2018

Series 7

Date: 8/9/2004

Current Firm

IMPACT INVESTORS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IMPACT INVESTORS

TRUST BUT VERIFY

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