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.

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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
    80
    MILLIONS
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $320,000
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
  • Other
Types of Clients
Registered States

AZ, CA, TX

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