Timothy YurekCRD Number: 1383151
Current Firm: Jacobi Capital Management, LLC
Timothy Yurek (CRD# 1383151) is an Investment Advisor Representative working at Jacobi Capital Management, LLC in Wilkes-Barre, PA and has over 32 years of experience in the finance industry.
Northeastern Financial Consultants, Inc.
Ameriprise Financial Services, Inc.
|Jacobi Capital Management||Wilkes Barre, PA||Oct 2008 - Current||9|
|Linsco/private Ledger Corp.||Wilkes Barre, PA||Mar 1994 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1986|
Total Assets Under Management384MILLIONS
Total Number of Accounts1,957ACCOUNTS
Average Account Value$196,229
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, CT, DE, FL, GA, MD, NC, NH, NJ, NY, OH, PA, SC, TX, VA