Jeffrey Yokiel, financial advisor Cleveland OH

Jeffrey Yokiel

CRD Number: 6301933
Current Firm: Pnc Investments

Jeffrey Yokiel (CRD# 6301933) is an Investment Advisor Representative working at Pnc Investments in Cleveland, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Cleveland, OH Jun 2021 - Current < 1
Pnc Investments Cleveland, OH Oct 2020 - Jun 2021 < 1
Key Investment Services Brooklyn, OH Jan 2020 - Oct 2020 < 1
Towne Park Valet Cleveland, OH Sep 2014 - Mar 2020 5
Key Investment Services Cleveland, OH Nov 2016 - Jan 2020 3
Keybank Cleveland, OH May 2016 - Nov 2016 < 1
Bridgeview Bank Mortgage Company Cleveland, OH Oct 2015 - Apr 2016 < 1
Redstone Cleveland, OH Apr 2014 - Sep 2014 < 1
Northwestern Mutual Cleveland, OH Nov 2013 - May 2014 < 1
Yokiel Properties Cleveland, OH Sep 2012 - Nov 2013 1
University Of Nevada Las Vegas Las Vegas, NV Sep 2007 - Sep 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2017
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Jeffrey M. Yokiel
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    21,657
    MILLIONS
  • Total Number of Accounts
    129,028
    ACCOUNTS
  • Average Account Value
    $167,850
Compensation Options
  • A percentage of assets under your management
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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