Unclaimed Profile

Jeffery Alan Yorg

BUCKINGHAM STRATEGIC PARTNERS, LLC·ST. LOUIS, Missouri

Series 65Clean record11 years registeredBUCKINGHAM STRATEGIC PARTNERS, LLC

8182 MARYLAND AVENUE, ST. LOUIS, MO 63105CRD# 5043088Firm CRD# 143319

Profile Verification

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

Identity

Jeffery Alan Yorg · ST. LOUIS, MO

Registration

CRD #5043088 · BUCKINGHAM STRATEGIC PARTNERS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

Oct 2019 – present

BUCKINGHAM STRATEGIC WEALTH, LLC

Oct 2019 – Jul 2024

ST LOUIS, MO

GURTIN MUNICIPAL BOND MANAGEMENT

Oct 2014 – Oct 2019

Kirkwood, MO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 6, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BUCKINGHAM STRATEGIC PARTNERS, LLC

CRD 143319 · SEC 801-67641

AUM

$29.3B

Regulatory assets under management

Employees

645

81,837 client accounts

Services offered by BUCKINGHAM STRATEGIC PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

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

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BUCKINGHAM STRATEGIC PARTNERS, LLC →

Introduction

Speak with Jeffery

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffery is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ST. LOUIS?

Browse all registered financial advisors in ST. LOUIS, Missouri or claim this profile if it's yours.

Browse ST. LOUIS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeffery Alan Yorg offer?

Jeffery Alan Yorg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Jeffery Alan Yorg's credentials?

Jeffery Alan Yorg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffery Alan Yorg located?

Jeffery Alan Yorg is based in ST. LOUIS, Missouri, working with BUCKINGHAM STRATEGIC PARTNERS, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.

How does Jeffery Alan Yorg charge for services?

Jeffery Alan Yorg's firm is compensated through percentage of aum, subscription fees, other: fee sharing with independent registered investment advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BUCKINGHAM STRATEGIC PARTNERS, LLC?

BUCKINGHAM STRATEGIC PARTNERS, LLC has approximately 645 employees and manages $29.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →