Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erin? Claim Your ProfileErin Elizabeth Yake is a registered representative with J.P. Morgan Securities LLC. Erin Yake has been in the industry since November 7, 2014, and is registered in 27 states. Erin Yake specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses. Previous experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Purshe Kaplan Sterling Investments, and Brandywine Oak Private Wealth.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
DE
10/23/2024 - Present
J.p. Morgan Securities LLC (Newark DE)
PA
03/28/2019 - 07/20/2021
PURSHE KAPLAN STERLING INVESTMENTS (Kennett Square PA)
DE
10/07/2015 - 07/31/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON DE)
DE
08/07/2012 - 12/19/2014
J.P. MORGAN SECURITIES LLC (NEWARK DE)
BOTH
Issued 08/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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