Jean Yamamoto, financial advisor Davis CA

Jean Yamamoto

CRD Number: 4852355
Current Firm: Young Wealth Management

Jean Yamamoto (CRD# 4852355) is an Investment Advisor Representative working at Young Wealth Management in Davis, CA and has 1 year of experience in the finance industry.

Similar Advisors
Brian Abad, financial advisor Davis CA
Brian P. Abad
CRD# 2923073
Similar Advisors
Russell Abbott, financial advisor Davis CA
Russell A. Abbott
CRD# 2028654
Morgan Stanley
Similar Advisors
Jonathan Abdallah, financial advisor Davis CA
Jonathan M. Abdallah
CRD# 7057448
Charles Schwab & Company, Inc.
Company Name Location Dates Years
Young Wealth Management Davis, CA Oct 2019 - Current 1
Homemaking Davis, CA Jun 2005 - Oct 2019 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2020
Contact Info for Jean T. Yamamoto
Phone Number: 530-231-5152
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.