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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jbrett? Claim Your ProfileJbrett Yates is a financial advisor with Wells Fargo Clearing Services, LLC in MYRTLE BEACH, SC. Jbrett has been in the industry since 2000 and is currently registered with the state of South Carolina. Previously, Jbrett worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and H&R BLOCK FINANCIAL ADVISORS, INC.. Jbrett offers a variety of financial planning services, including investment consulting, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Jbrett is committed to providing clients with the highest level of service and expertise.
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.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
12/06/2019 - Present
Wells Fargo Clearing Services, LLC (MYRTLE BEACH SC)
SC
10/06/2006 - 12/09/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MYRTLE BEACH SC)
SC
08/21/2000 - 10/16/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (PAWLEYS ISLAND SC)
IA
Issued 08/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/21/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/08/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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