Jennifer Yeater, financial advisor Cuyahoga Falls OH
93 score

Jennifer Yeater

CRD Number: 3124098
Current Firm: Commonwealth Financial Network

Jennifer Yeater (CRD# 3124098) is an Investment Advisor Representative working at Commonwealth Financial Network in Cuyahoga Falls, OH and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Oct 2016 - Current 1
My Financial Group, Ltd. Cuyahoga Falls, OH Jan 2007 - Current 11
Eric K. King, Cfp Cuyahoga Falls, OH Dec 1997 - Current 20
King Financial Services Cuyahoga Falls, OH Dec 1997 - Current 20
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
Contact Info for Jennifer E. Yeater
Phone Number: 781-736-0700
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    61,475
    MILLIONS
  • Total Number of Accounts
    261,237
    ACCOUNTS
  • Average Account Value
    $235,323
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
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, WY

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

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