Jon Yankee, financial advisor Reston VA

Jon Yankee

CRD Number: 4253154
Current Firm: Fjy Financial

Jon Yankee (CRD# 4253154) is an Investment Advisor Representative working at Fjy Financial in Reston, VA and has over 20 years of experience in the finance industry. Jon Yankee 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.

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Professional Designations
Company Name Location Dates Years
Fox, Joss & Yankee, LLC Reston, VA Jan 2006 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2000
Contact Info for Jon P. Yankee
Phone Number: 703-889-1111
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    576
    MILLIONS
  • Total Number of Accounts
    1,719
    ACCOUNTS
  • Average Account Value
    $335,265
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, DC, FL, LA, MD, NC, NH, PA, TX, VA

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