Jon Yancey, financial advisor Concord NC
89 score

Jon Yancey

CRD Number: 5284474
Current Firm: Alphastar Capital Management, LLC

Jon Yancey (CRD# 5284474) is an Investment Advisor Representative working at Alphastar Capital Management, LLC in Concord, NC and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Alphastar Capital Management, LLC Cornelius, NC Mar 2014 - Current 2
Counsel Advisors, LLC Huntersville, NC Jan 2013 - Current 3
Fifth Third Bank Concord, NC Jul 2002 - Dec 2012 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Jon C. Yancey
Phone Number: 855-340-2514
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    149
    MILLIONS
  • Total Number of Accounts
    2,660
    ACCOUNTS
  • Average Account Value
    $56,128
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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