Joleen YeltonCRD 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.
Brighton Jones LLC
|Commonwealth Financial Network||San Diego, CA||Mar 2013 - Current||3|
|Sparks Financial Services, Inc.||Lynnwood, WA||Feb 2013 - Current||4|
|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|
Total Assets Under Management52,073MILLIONS
Total Number of Accounts229,200ACCOUNTS
Average Account Value$227,194
- 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
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