Joleen Yelton, financial advisor Lynnwood WA
90 score

Joleen Yelton

CRD Number: 5919321
Current Firm: Commonwealth Financial Network

Joleen Yelton (CRD# 5919321) is an Investment Advisor Representative working at Commonwealth Financial Network in Lynnwood, WA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network San Diego, CA Mar 2013 - Current 3
Sparks Financial Services, Inc. Lynnwood, WA Feb 2013 - Current 3
Nordstrom-clarins Cosmetics Portland, OR May 2012 - Current 4
Nordstrom Vancouver, WA May 2009 - Dec 2014 5
Nordstom-dior Cosmetics Portland, OR Oct 2011 - Jun 2014 2
Various Insurance Carriers For W&r Insurance Agencies Portland, OR Feb 2012 - Feb 2013 1
Waddell & Reed, Inc. Portland, OR May 2011 - Feb 2013 1
The Verdict Oregon City, OR Jun 2009 - Oct 2009 < 1
Gustav's Tigard, OR Nov 2008 - May 2009 < 1
Juicy Couture Portland, OR Aug 2008 - Jan 2009 < 1
Headwaters Corvallis, OR Jun 2007 - Sep 2008 1
Lake Shore Lanes Albany, OR Oct 2005 - Oct 2007 2
Allan Bros Coffee Corvallis, OR Jan 2006 - Sep 2007 1
Victoria's Secret Salem, OR Oct 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Joleen L. Yelton
Phone Number: 781-736-0700
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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