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Jeffrey Wayne Yeakle

MY WEALTH MANAGEMENT, INC.·GERMANTOWN, Maryland
SIE, Series 7, Series 24, Series 63, Series 65CFPChFCClean record23 years registeredMY WEALTH MANAGEMENT, INC.
12410 MILESTONE CENTER DRIVE, GERMANTOWN, MD 20876CRD# 2818198Firm CRD# 168566

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Wayne Yeakle · GERMANTOWN, MD
Registration
CRD #2818198 · MY WEALTH MANAGEMENT, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

MY WEALTH MANAGEMENT, INC
Sep 2013 – present
MCGLAUGHLIN YEAKLE, INC.
Aug 2003 – Nov 2013
GAITHERSBURG, MD
LPL FINANCIAL LLC
Jan 2003 – Oct 2013
GAITHERSBURG, MD
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · January 8, 2003
Years registered · 23
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MY WEALTH MANAGEMENT, INC.
CRD 168566 · SEC 801-78477
AUM
$152M
Regulatory assets under management
Employees
2
296 client accounts
Services offered by MY WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MY WEALTH MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Jeffrey Wayne Yeakle offer?
Jeffrey Wayne Yeakle specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GERMANTOWN, Maryland for a consultation.
What are Jeffrey Wayne Yeakle's credentials?
Jeffrey Wayne Yeakle holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jeffrey Wayne Yeakle located?
Jeffrey Wayne Yeakle is based in GERMANTOWN, Maryland, working with MY WEALTH MANAGEMENT, INC.. Their office serves clients in the GERMANTOWN metropolitan area and surrounding communities.
How does Jeffrey Wayne Yeakle charge for services?
Jeffrey Wayne Yeakle'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 MY WEALTH MANAGEMENT, INC.?
MY WEALTH MANAGEMENT, INC. has approximately 2 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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