Shawky Yoakim (CRD# 5576729) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wauconda, IL and has over 14 years of experience in the finance industry.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 2424715
Mesirow Financial Investment Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Chase Bank, N.a. | Wauconda, IL | Oct 2022 - Current | 1 |
| J.p. Morgan Securities, LLC | Wauconda, IL | Jan 2021 - Current | 3 |
| J.p. Morgan Chase Bank, N.a. | Round Lake Beach, IL | Jan 2021 - Sep 2022 | 1 |
| Fifth Third Securities | Buffalo Grove, IL | Jan 2019 - Jan 2021 | 2 |
| Fifth Third Bank | Buffalo Grove, IL | Jan 2019 - Jan 2021 | 2 |
| Mass Mutual Life Insurance Company | Hoffman Estates, IL | Jun 2014 - Dec 2020 | 6 |
| Mml Investors Services, LLC | Hoffman Estates, IL | Jul 2014 - Jan 2019 | 4 |
| New York Life | Downers Grove, IL | Feb 2011 - Aug 2014 | 3 |
| Nylife Securities LLC | Downers Grove, IL | Mar 2010 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- IL
- TX
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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.