Jerry Yockey (CRD# 2275235) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Shelbyville, IL and has over 31 years of experience in the finance industry.
CRD# 2690140
Lpl Financial LLC
CRD# 3238945
Ameriprise Financial Services, LLC
CRD# 4315714
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Planners, Inc. | Shelbyville, IL | Apr 2017 - Current | 7 |
| Ipi Wealth Management, Inc. | Shelbyville, IL | Apr 2017 - Current | 7 |
| Shelby County State Bank | Shelbyville, IL | Aug 1995 - Current | 28 |
| Wayne Hummer Investments LLC | Shelbyville, IL | Dec 2006 - May 2017 | 10 |
| Focused Investments LLC | Shelbyville, IL | Sep 1995 - May 2017 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
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Total Assets Under Management2,147MILLIONS
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Total Number of Accounts10,573ACCOUNTS
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Average Account Value$203,109
- A percentage of assets under your management
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