Unclaimed Profile

Jonathan Stuart Yolles

GYL FINANCIAL SYNERGIES, LLC·WEST HARTFORD, Connecticut

SIE, Series 7, Series 24, Series 63, Series 65Clean record29 years registeredGYL FINANCIAL SYNERGIES, LLC

75 ISHAM ROAD, WEST HARTFORD, CT 06107CRD# 2780503Firm CRD# 284758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Stuart Yolles · WEST HARTFORD, CT

Registration

CRD #2780503 · GYL FINANCIAL SYNERGIES, LLC · 29 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Nov 2024 – present

GYL FINANCIAL SYNERGIES, LLC

Nov 2016 – Dec 2024

Winsted, CT

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Jun 2014 – Aug 2016

WEST HARTFORD, CT

WELLS FARGO ADVISORS, LLC

Jul 2003 – Jun 2014

WEST HARTFORD, CT

PRUDENTIAL SECURITIES INCORPORATED

Jan 1997 – Jul 2003

HARTFORD, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 2, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GYL FINANCIAL SYNERGIES, LLC

CRD 284758 · SEC 801-108230

AUM

$6.1B

Regulatory assets under management

Employees

5,862 client accounts

Services offered by GYL FINANCIAL SYNERGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GYL FINANCIAL SYNERGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Stuart Yolles offer?

Jonathan Stuart Yolles specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Jonathan Stuart Yolles's credentials?

Jonathan Stuart Yolles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Stuart Yolles located?

Jonathan Stuart Yolles is based in WEST HARTFORD, Connecticut, working with GYL FINANCIAL SYNERGIES, LLC. Their office serves clients in the WEST HARTFORD metropolitan area and surrounding communities.

How does Jonathan Stuart Yolles charge for services?

Jonathan Stuart Yolles's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GYL FINANCIAL SYNERGIES, LLC?

GYL FINANCIAL SYNERGIES, LLC has approximately 69 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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