Invested Better
Unclaimed

Unclaimed

Unclaimed

Jesus Yi

Jonestrading

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jesus? Claim Your Profile

About Jesus Yi

Jesus Yi is a financial advisor who has been in the industry since 2015. He is registered with the state of New Jersey and New York. Jesus Yi is currently employed with Jonestrading. He is a Series 7, Series 63, and SIE licensed professional.

Firm Information

Jesus Yi is currently registered with Jonestrading. Jonestrading is a Limited Liability Company formed in August 2001. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Jonestrading has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

108

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jesus Yi’s Registration & Firm History

NJ

09/10/2015 - Present

Jonestrading (MORRISTOWN NJ)

Not sure if Jesus Yi is right for you?

Licenses & Designations

BC

Issued 08/16/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jesus Yi.
Not sure if Jesus Yi is right for you?