Jeffrey Yamada (CRD# 4348036) is an Investment Advisor Representative working at Mcs Family Wealth Advisors in Bend, OR and has over 18 years of experience in the finance industry. Jeffrey Yamada has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2405340
Ascent Capital
CRD# 6255154
Axia Wealth Management Inc.
CRD# 4771734
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcs Financial Advisors | Eugene, OR | Sep 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2005 |
- OR
-
Total Assets Under Management157MILLIONS
-
Total Number of Accounts213ACCOUNTS
-
Average Account Value$739,331
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, OR, TX
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