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JY

Jonathan P. Yeager

MARATHON FINANCIAL GROUP
VESTAVIA HILLS, AL
Some features on this profile are disabled
CRD#: 5083040
JY

Professional summary

Jonathan Paul Yeager, who also goes by Paul Yeager, is a registered financial advisor currently at MARATHON FINANCIAL GROUP located in Vestavia Hills, Alabama.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jonathan has worked at 9 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53, Series 4 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Paul Yeager

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.
Alabama Alzheimer's Association; not investment-related; Birmingham, AL; Executive Leadership Team Member; Fundraising and recruiting other fundraisers; 1/1/23; 4 Hrs per mnth/0 trade; Attend meetings; sign up individuals and companies to sponsor and create fundraising teams.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Paul Yeager'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

September 22, 2025 - Present

MARATHON FINANCIAL GROUP

RIA
CRD#: 338006
VESTAVIA HILLS, AL
Past

January 10, 2024 - September 22, 2025

NEWEDGE ADVISORS

RIA
CRD#: 171351
Vestavia, AL
Past

January 10, 2024 - September 22, 2025

NEWEDGE SECURITIES, LLC

BD
CRD#: 10674
BOSTON, MA
Past

January 8, 2024 - January 10, 2024

NEWEDGE ADVISORS

RIA
CRD#: 171351
Vestavia, AL
Past

September 19, 2018 - December 26, 2023

RFG ADVISORY, LLC

RIA
CRD#: 158401
VESTAVIA HILLS, AL
Past

September 17, 2018 - December 26, 2023

PRIVATE CLIENT SERVICES, LLC

BD
CRD#: 120222
Birmingham, AL
Past

August 21, 2014 - September 21, 2018

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
BIRMINGHAM, AL
Past

August 14, 2014 - September 21, 2018

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
BIRMINGHAM, AL
Past

May 16, 2013 - August 7, 2014

BBVA SECURITIES INC.

BD
CRD#: 27060
BIRMINGHAM, AL
Past

February 3, 2012 - May 16, 2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
BIRMINGHAM, AL
Past

June 26, 2008 - November 12, 2010

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
BIRMINGHAM, AL
Past

June 26, 2008 - November 12, 2010

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL
Past

September 4, 2006 - June 25, 2008

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
BIRMINGHAM, AL

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
Alabama
(9/22/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/26/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/1/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 3/11/2014
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 11/12/2008
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/29/2007
General Securities Principal Examination

Current Firm

MF
MARATHON FINANCIAL GROUP
MARATHON FINANCIAL GROUP | MARATHON WEALTH ADVISORS, LLC

CRD#: 338006 / SEC#: 801-134223

RIA
Registered Investment Advisory firm - (8/29/2025 120-Day Approval)
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Contact information

Main Address
131 Dartmouth Street 3rd Floor, Boston, MA 02116
Mailing Address
Phone number
(857) 201-3420
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (7 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR MARATHON WEALTH ADVISORS, LLC (9/19/2025)
0

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

MARATHON FINANCIAL GROUP

CRD#: 338006Vestavia Hills, AL

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