Shane Yonston, financial advisor San Francisco CA

Shane Yonston

CRD Number: 4799518
Current Firm: Impact Investors

Shane Yonston (CRD# 4799518) is an Investment Advisor Representative working at Impact Investors in San Francisco, CA and has over 19 years of experience in the finance industry. Shane Yonston 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
Impact Investors San Diego, CA Dec 2014 - Current 9
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jun 2016 - Jun 2018 2
Cambridge Investment Research, Inc. Fairfield, IA Jun 2016 - Jun 2018 2
Protected Investors Of America San Francisco, CA Nov 2014 - Jul 2016 1
Cetera Advisors LLC El Segundo, CA Jan 2013 - Nov 2014 1
Blue Summit Financial Group, Inc. La Mesa, CA Jan 2009 - Nov 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2004
Contact Info for Shane G. Yonston
By the Numbers
  • Total Assets Under Management
    268
    MILLIONS
  • Total Number of Accounts
    758
    ACCOUNTS
  • Average Account Value
    $353,472
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, IL, MI, NY, OH, OR, TX

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