Jackson S. Yenor

ARCHER WEALTH ADVISORS

Coeur D'alene, ID 83814

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CRD#: 7325956

Professional summary

Jackson Scott Yenor, who also goes by Jackson S Yenor, is a registered financial advisor currently at ARCHER WEALTH ADVISORS located in Coeur D'alene, Idaho.

Jackson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jackson has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jackson S Yenor

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.

2023-Present: Archer Strategic Advisors, PLLC/Not Investment Related/Coeur D'Alene, ID/Accounting Practice/Senior Analyst/Fractional CFO work, tax strategy &compliance/Involves approximately 20 hours per week, including during traditional business hours.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jackson Scott Yenor's 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 6, 2024 - Present

ARCHER WEALTH ADVISORS

Office #1: 418 E Lakeside Ave Suite 6, Coeur D'alene, ID 83814

RIA

CRD#: 330575

Coeur D'alene, ID

Past

February 4, 2021 - November 26, 2023

TUMWATER WEALTH MANAGEMENT, LLC

RIA

CRD#: 300443

BOISE, ID

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
(6/19/2024)

IAR

Idaho
(5/6/2024)

IAR

Texas
(9/22/2025)

IAR

Washington
(10/2/2024)

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: 2/4/2021

Uniform Investment Adviser Law Examination

Current Firm

ARCHER WEALTH ADVISORS

ARCHER WEALTH ADVISORS | LINEMAN FINANCIAL | ARCHER WEALTH ADVISORS, LLC

CRD#: 330575 / SEC#:

California

Registered Investment Advisory firm - (6/18/2024 Approved)

Idaho

Registered Investment Advisory firm - (5/3/2024 Approved)

Texas

Registered Investment Advisory firm - (9/22/2025 Approved)

Washington

Registered Investment Advisory firm - (10/2/2024 Approved)

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Contact information

Main Address

418 E Lakeside Ave Suite 6, Coeur D'alene, ID 83814

Mailing Address

Phone number

(208) 285-3904

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	279
AUM (Assets Under Management)	$ 44,927,090

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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Jackson S. Yenor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jackson Scott Yenor's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARCHER WEALTH ADVISORS

TUMWATER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/4/2021

Current Firm

ARCHER WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ARCHER WEALTH ADVISORS

TRUST BUT VERIFY

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