Jeffery YorgCRD Number: 5043088
Current Firm: Buckingham Strategic Partners, LLC
Jeffery Yorg (CRD# 5043088) is an Investment Advisor Representative working at Buckingham Strategic Partners, LLC in Saint Louis, MO and has over 7 years of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
|Buckingham Strategic Partners||Clayton, MO||Oct 2019 - Current||2|
|Gurtin Fixed Income Management, LLC||Chicago, IL||Feb 2014 - Oct 2019||5|
|Moody's Investor Service||Chicago, IL||Feb 2012 - Feb 2014||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management18,507MILLIONS
Total Number of Accounts55,220ACCOUNTS
Average Account Value$335,156
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, VT, WA, WI, WV, WY
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