Adam YekinCRD Number: 6234703
Current Firm: Edward Jones
Adam Yekin (CRD# 6234703) is an Investment Advisor Representative working at Edward Jones in Surprise, AZ and has over 3 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Edward Jones||St Louis, MO||Aug 2013 - Current||4|
|International Cruise And Excursions||Scottsdale, AZ||Mar 2010 - Aug 2013||3|
|Titan Alarm||Scottsdale, AZ||Jan 2009 - Mar 2010||1|
|Student||Scottsdale, AZ||Jun 2003 - Jun 2009||6|
|Etelecare||Phoenix, AZ||Jan 2008 - Jan 2009||1|
|Tgi Fridays||Scottsdale, AZ||Jan 2005 - Jan 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV