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Jon Alastair Ylvisaker

YIELD CAPITAL PARTNERS LLC·MONTECITO, California
Unclaimed Profile
1445 EAST MOUNTAIN DRIVE, MONTECITO, CA 93108CRD# 2782304Firm CRD# 172281
01

About

Jon Alastair Ylvisaker is a registered financial advisor based in MONTECITO, California, affiliated with YIELD CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
YIELD CAPITAL PARTNERS LLC
YIELD CAPITAL PARTNERS LLC
AUM
$267M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at YIELD CAPITAL PARTNERS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2782304
Firm CRD# 172281
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jon Alastair Ylvisaker offer?
Jon Alastair Ylvisaker specializes in Retirement Planning. Contact their office in MONTECITO, California for a consultation.
What are Jon Alastair Ylvisaker's credentials?
Jon Alastair Ylvisaker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jon Alastair Ylvisaker located?
Jon Alastair Ylvisaker is based in MONTECITO, California, working with YIELD CAPITAL PARTNERS LLC. Their office serves clients in the MONTECITO metropolitan area and surrounding communities.
How does Jon Alastair Ylvisaker charge for services?
Jon Alastair Ylvisaker's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is YIELD CAPITAL PARTNERS LLC?
YIELD CAPITAL PARTNERS LLC is a registered investment adviser with the SEC, managing $267M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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