Yoakum Wealth Management

Yoakum Wealth Management (CRD# 307916) is a financial advisory firm headquartered in , . They manage $54,841,029 in 99 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://yoakumwealth.com
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $553,950
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Yoakum Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Yoakum, financial advisor South San Francisco CA
Jeffrey Yoakum
CRD#: 2345102
South San Francisco, CA

Jeffrey Yoakum (CRD# 2345102) is an Investment Advisor Representative working at Yoakum Wealth Management in South San Francisco, CA and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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