Jedidiah YohannesCRD Number: 7065205
Current Firm: Cetera Investment Advisers LLC
Jedidiah Yohannes (CRD# 7065205) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Houston, TX and has over 3 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Cetera Investment Services LLC||St Cloud, MN||Mar 2020 - Current||2|
|Cetera Investment Advisers LLC||Houston, TX||Mar 2020 - Current||2|
|Unemployed||Houston, TX||Nov 2019 - Mar 2020||< 1|
|Edward Jones||St Louis, MO||Feb 2019 - Nov 2019||< 1|
|Panasonic Security Systems||Houston, TX||Jul 2016 - Nov 2018||2|
|Dept Of State||Houston, TX||Jan 2016 - Aug 2016||< 1|
|Aramark Uniforms Services||Houston, TX||Oct 2014 - Oct 2015||1|
|United States Navy||Houston, TX||Nov 2007 - Dec 2014||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2019|
Total Assets Under Management35,762MILLIONS
Total Number of Accounts169,758ACCOUNTS
Average Account Value$210,662
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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