Unclaimed Profile

Jr. Gene Yates

ABRIDGE PARTNERS, LLC·JACKSON, Mississippi

Series 7, Series 24, Series 63, Series 6526 years registeredABRIDGE PARTNERS, LLC

4 MEADOWBROOK ARBOR LANE, JACKSON, MS 39211CRD# 1036736Firm CRD# 145247

Profile Verification

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

Identity

Jr. Gene Yates · JACKSON, MS

Registration

CRD #1036736 · ABRIDGE PARTNERS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

ABRIDGE PARTNERS, LLC

Jan 2021 – present

ABRIDGE PARTNERS, LLC

Dec 2007 – Dec 2020

MADISON, MS

FFR ADVISORY, INC.

Mar 2006 – Dec 2007

JACKSON, MS

FFR ADVISORY

Feb 2000 – Jul 2007

JACKSON, MS

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 9, 2000

Years registered · 26

Disclosure History

1988Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ABRIDGE PARTNERS, LLC

CRD 145247 · SEC 801-68497

AUM

$102M

Regulatory assets under management

Employees

242 client accounts

Services offered by ABRIDGE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ABRIDGE PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jr. Gene Yates offer?

Jr. Gene Yates specializes in Financial Planning, Investment Management. Contact their office in JACKSON, Mississippi for a consultation.

What are Jr. Gene Yates's credentials?

Jr. Gene Yates is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jr. Gene Yates located?

Jr. Gene Yates is based in JACKSON, Mississippi, working with ABRIDGE PARTNERS, LLC. Their office serves clients in the JACKSON metropolitan area and surrounding communities.

How does Jr. Gene Yates charge for services?

Jr. Gene Yates'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 ABRIDGE PARTNERS, LLC?

ABRIDGE PARTNERS, LLC has approximately 2 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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