Jordan Yeomans, financial advisor Austin TX

Jordan Yeomans

CRD Number: 6985716
Current Firm: Charles Schwab & Company, Inc.

Jordan Yeomans (CRD# 6985716) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 5 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Charles Schwab & Company, Inc. Austin, TX May 2021 - Current 2
Charles Schwab Bank, Ssb Austin, TX May 2021 - Current 2
T Rowe Price Owings Mills, MD May 2019 - May 2021 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley, MD Jul 2018 - May 2019 < 1
Univeristy Of Delaware Residence Life And Housing Newark, DE Aug 2016 - May 2018 1
Jim Walsh State Farm Agency Wilmington, DE Feb 2018 - Apr 2018 < 1
Jeff Gardiner State Farm Agency Newark, DE Jun 2017 - Aug 2017 < 1
Forewinds Hospitality Management LLC Smyrna, DE Apr 2013 - Aug 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Jordan A. Yeomans
Phone Number: 415-667-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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