Wyn Yelin, financial advisor Boynton Beach FL
93 score

Wyn Yelin

CRD Number: 5320408
Current Firm: Edward Jones

Wyn Yelin (CRD# 5320408) is an Investment Advisor Representative working at Edward Jones in Boynton Beach, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Sep 2011 - Current 5
Merrill Lynch Pierce Fenner & Smith W Palm Beach, FL Oct 2009 - Sep 2011 1
Ubs Financial Services Inc. Palm Beach, FL Dec 2007 - Sep 2009 1
Ubs Palm Beach, FL Dec 2007 - Sep 2009 1
Cassandra Financial Group Boynton Beach, FL Oct 2005 - Dec 2007 2
Cassandra Financial Group Boynton Beach, FL Oct 2005 - Dec 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Wyn Yelin
Phone Number: 314-515-2000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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