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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Christian Yancey is an investment advisor representative at Alphastar Capital Management in Concord, NC. Jon has been in the industry since 2013. Jon is registered to provide investment advice in Georgia and North Carolina. Jon is also a President/Insurance Agent for Yancey Financial, LLC. In addition to financial planning, Jon provides sub-advisory services. Jon specializes in working with high-net-worth individuals, pension and profit sharing plans, and corporations or other businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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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NC
04/01/2014 - Present
Alphastar Capital Management (CONCORD NC)
IA
Issued 03/03/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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