James Yonker, financial advisor Oakbrook Terrace IL

James Yonker

CRD Number: 4522109
Current Firm: Raymond James & Associates, Inc.

James Yonker (CRD# 4522109) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Oakbrook Terrace, IL and has over 21 years of experience in the finance industry. James Yonker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James & Associates, Inc. Naperville, IL Aug 2016 - Current 7
Various Insurance Carriers Wheaton, IL Aug 2002 - Current 21
Jdy Financial LLC Warrenville, IL Dec 2012 - Dec 2016 4
James D Yonker Oak Brook, IL Oct 2011 - Dec 2016 5
Waddell & Reed Inc. Oak Brook, IL Apr 2002 - Aug 2016 14
James D Yonker Wheaton, IL Oct 2014 - Jul 2016 1
St John Evangelical Lutheran Church Wheaton, IL Jul 2010 - Jun 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2002
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James D. Yonker
Phone Number: 727-567-1000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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