Jeremy Yancey, financial advisor Ridgeland MS
93 score

Jeremy Yancey

CRD Number: 5524048
Current Firm: Woodridge Capital Portfolio Management, LLC

Jeremy Yancey (CRD# 5524048) is an Investment Advisor Representative working at Woodridge Capital Portfolio Management, LLC in Ridgeland, MS and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Mississippi State Senate Jackson, MS Dec 2007 - Current 9
Christian Action Commission Jackson, MS Oct 2000 - Dec 2007 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for Jeremy L. Yancey
Phone Number: 601-957-6006
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    127
    MILLIONS
  • Total Number of Accounts
    519
    ACCOUNTS
  • Average Account Value
    $245,613
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Types of Clients
Registered States

AL, CA, FL, LA, MS, TN, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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