Jess Yourkavitch (CRD# 5097722) is an Investment Advisor Representative working at Lpl Financial LLC in Reading, PA and has over 17 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6691058
Vanguard Advisers, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Reading, PA | Oct 2020 - Current | 3 |
| Unemployed | Reading, PA | Aug 2020 - Oct 2020 | < 1 |
| Cetera Investment Advisers LLC | Temple, PA | Dec 2017 - Aug 2020 | 2 |
| Cetera Investment Services LLC | St.cloud, MN | Dec 2017 - Aug 2020 | 2 |
| Riverview Bank | Wyomissing, PA | Mar 2016 - Aug 2020 | 4 |
| Lpl Financial LLC | Wyomissing, PA | Mar 2016 - Dec 2017 | 1 |
| Private Advisor Group, LLC | Morristown, NJ | Mar 2016 - Dec 2017 | 1 |
| Bb&t Investment Services, Inc. | Temple, PA | Nov 2015 - Mar 2016 | < 1 |
| Cetera Investment Advisers LLC | Temple, PA | Jan 2014 - Nov 2015 | 1 |
| Cetera Investment Services LLC | St. Cloud, MN | Jan 2011 - Nov 2015 | 4 |
| Susquehanna Bank | Muhlenberg, PA | Dec 2010 - Nov 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2011 |
- PA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.