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 4 years of experience in the finance industry.

Similar Advisors
Adam Broughton, financial advisor Austin TX
Adam C. Broughton
CRD# 4431657
Pbl Wealth Management
Similar Advisors
Leah Coleman, financial advisor Austin TX
Leah Coleman
CRD# 5872877
Orchard Financial
Similar Advisors
Terry George, financial advisor Austin TX
Terry J. George
CRD# 4734244
Kestra Advisory Services, LLC
Company Name Location Dates Years
Charles Schwab & Company, Inc. Austin, TX May 2021 - Current 1
Charles Schwab Bank, Ssb Austin, TX May 2021 - Current 1
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
Unemployed Smyrna, DE Jul 2008 - Mar 2013 4
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, 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.