Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Yandle is a financial advisor who has been in the industry since 2009. Jeffrey is registered with J.p. Morgan Securities LLC and J.p. Morgan Private Wealth Advisors LLC, and works in the Portland office. Jeffrey has held previous positions at FIRST REPUBLIC SECURITIES COMPANY, LLC, UST FINANCIAL SERVICES CORP., BLACK & COMPANY, INC., and WADDELL & REED, INC. Jeffrey specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Jeffrey is a member of the Investment Advisory Committee for the Archdiocese of Portland, and is a board member of Candlelighters for Children With Cancer. Jeffrey also serves on the Finance Committee of Catholic Charities in Portland.
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
1
2
OR
11/22/2023 - Present
J.p. Morgan Securities LLC (Portland OR)
OR
05/25/2015 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Portland OR)
NY
12/18/2000 - 08/31/2001
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
NA
01/21/1985 - 08/14/1989
BLACK & COMPANY, INC.
NA
04/18/1984 - 12/21/1984
WADDELL & REED, INC.
BOTH
Issued 11/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/06/1992
Series 52 - Municipal Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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