Jennifer Yeater (CRD# 3124098) is an Investment Advisor Representative working at Commonwealth Financial Network in Cuyahoga Falls, OH and has over 25 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 1065232
Independence Capital Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Oct 2016 - Current | 7 |
| King Financial Services | Cuyahoga Falls, OH | Dec 1997 - Current | 26 |
| My Financial Group, Ltd. | Cuyahoga Falls, OH | Jan 2007 - Sep 2022 | 15 |
| Signator Investors, Inc. | Cuyahoga Falls, OH | May 2016 - Oct 2016 | < 1 |
| Transamerica Financial Advisors, Inc. | Cuyahoga Falls, OH | Sep 2009 - Oct 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2006 |
- OH
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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