Unclaimed Profile

Jess Barry Yawitz

NISA INVESTMENT ADVISORS, LLC·ST. LOUIS, Missouri

Series 3, Series 7, Series 63Clean record28 years registeredNISA INVESTMENT ADVISORS, LLC

101 SOUTH HANLEY ROAD SUITE 1700, ST. LOUIS, MO 63105-3787CRD# 1643094Firm CRD# 107313

Profile Verification

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

Identity

Jess Barry Yawitz · ST. LOUIS, MO

Registration

CRD #1643094 · NISA INVESTMENT ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NISA INVESTMENT ADVISORS, LLC

NISA INVESTMENT ADVISORS, LLC

Nov 1997 – Jan 2022

ST. LOUIS, MO

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Registration record

First registered · November 6, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NISA INVESTMENT ADVISORS, LLC

CRD 107313 · SEC 801-45153

AUM

$306.2B

Regulatory assets under management

Employees

390

282 client accounts

Services offered by NISA INVESTMENT ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at NISA INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jess Barry Yawitz offer?

Jess Barry Yawitz specializes in Investment Management, Retirement Planning, Wealth Management.

What are Jess Barry Yawitz's credentials?

Jess Barry Yawitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jess Barry Yawitz located?

Jess Barry Yawitz is based in ST. LOUIS, Missouri, last registered with NISA INVESTMENT ADVISORS, LLC.

How does Jess Barry Yawitz charge for services?

Jess Barry Yawitz's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: other appropriate measure of program size. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NISA INVESTMENT ADVISORS, LLC?

NISA INVESTMENT ADVISORS, LLC has approximately 390 employees and manages $306.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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