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Gregory Gail Yokum

Texas Capital Bank Private Wealth Advisors

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About Gregory Gail Yokum

Gregory Yokum is an investment advisor representative with Texas Capital Bank Private Wealth Advisors. Gregory has been in the industry since 1992. Gregory has experience with financial planning, portfolio management for businesses and individuals and also has experience with selecting other advisors. Gregory worked with Charles Schwab & Co., Inc. from 2011 to 2012, with J.P. Morgan Securities LLC from 2008 to 2011 and with J.P. Morgan Securities Inc. from 2007 to 2008. Gregory currently holds registrations with Texas.

Firm Information

Gregory Yokum is currently registered with Texas Capital Bank Private Wealth Advisors. Texas Capital Bank Private Wealth Advisors is a Dallas, TX-based firm with approximately $1 billion - $10 billion in assets under management. They offer financial planning, selection of other advisors, and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They have 9 licensed agents, 62 investment adviser reps, and 36 registered representatives. Their client base includes high-net-worth individuals, corporations or other businesses, charitable organizations, investment companies, and state or municipal government entities. They are also a participant in wrap fee programs.
Texas Capital Bank Private Wealth Advisors

2000 MCKINNEY AVENUE

DALLAS, TX 75201

$3.38B

Assets Under Management

Not reported

Total Clients

67

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gregory Yokum’s Registration & Firm History

TX

07/10/2021 - Present

Texas Capital Bank Private Wealth Advisors (DALLAS TX)

TX

04/15/2011 - 12/17/2012

CHARLES SCHWAB & CO., INC. (AUSTIN TX)

TX

10/01/2008 - 03/18/2011

J.P. MORGAN SECURITIES LLC (AUSTIN TX)

TX

09/24/2007 - 10/01/2008

J.P. MORGAN SECURITIES INC. (AUSTIN TX)

MA

01/01/1998 - 09/18/1998

NATIONSBANC INVESTMENTS, INC. (BOSTON MA)

NA

10/21/1997 - 01/01/1998

NATIONSSECURITIES

AR

09/03/1996 - 10/20/1997

FIRST COMMERCIAL INVESTMENTS, INC. (LITTLE ROCK AR)

NY

05/11/1992 - 09/03/1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/09/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/11/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/21/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/21/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Gail Yokum.
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