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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Roy Yockey is an investment advisor representative at IPI Wealth Management, Inc., with over 30 years of experience in the financial industry. Jerry has a broad range of experience, having previously worked for Wayne Hummer Investments L.L.C. and Focused Investments L.L.C. Jerry holds the Series 63, Series 66, and Series 7 licenses, as well as the SIE exam. Jerry is also a registered investment advisor representative in Illinois, and is registered to do business in several states. Jerry provides a variety of advisory services including financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
04/21/2017 - Present
IPI Wealth Management, Inc. (SHELBYVILLE IL)
IL
12/07/2006 - 05/01/2017
WAYNE HUMMER INVESTMENTS L.L.C. (SHELBYVILLE IL)
IL
09/19/1995 - 12/07/2006
FOCUSED INVESTMENTS L.L.C. (SHELBYVILLE IL)
IL
02/17/1995 - 09/01/1995
WAYNE HUMMER & CO. (CHICAGO IL)
MO
09/16/1992 - 01/06/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 12/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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