Unclaimed Profile

Jonathan Laird Yarger

YARGER WEALTH STRATEGIES, LLC·WESTERVILLE, Ohio

SIE, Series 6, Series 7, Series 9, Series 10, Series 63, Series 65ChFCClean record23 years registeredYARGER WEALTH STRATEGIES, LLC

140 DORCHESTER SQUARE S., WESTERVILLE, OH 43081CRD# 2141363Firm CRD# 310207

Profile Verification

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

Identity

Jonathan Laird Yarger · WESTERVILLE, OH

Registration

CRD #2141363 · YARGER WEALTH STRATEGIES, LLC · 23 years registered

Brand Profile

Not yet started

Career History

YARGER WEALTH STRATEGIES, LLC

Oct 2020 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Oct 2020

WESTERVILLE, OH

RAYMOND JAMES FINANCIAL SERVICES

Sep 2007 – Jan 2009

WESTERVILLE, OH

NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY

Feb 2006 – Apr 2007

MILWAUKEE, WI

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Feb 2006 – Feb 2006

COLUMBUS, OH

NORTHWESTERN MUTUAL TRUST COMPANY

Apr 2003 – Apr 2005

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · April 30, 2003

Years registered · 23

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

YARGER WEALTH STRATEGIES, LLC

CRD 310207 · SEC 801-119409

AUM

$402M

Regulatory assets under management

Employees

599 client accounts

Services offered by YARGER WEALTH STRATEGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at YARGER WEALTH STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Laird Yarger offer?

Jonathan Laird Yarger specializes in Financial Planning, Investment Management. Contact their office in WESTERVILLE, Ohio for a consultation.

What are Jonathan Laird Yarger's credentials?

Jonathan Laird Yarger holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jonathan Laird Yarger located?

Jonathan Laird Yarger is based in WESTERVILLE, Ohio, working with YARGER WEALTH STRATEGIES, LLC. Their office serves clients in the WESTERVILLE metropolitan area and surrounding communities.

How does Jonathan Laird Yarger charge for services?

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

How large is YARGER WEALTH STRATEGIES, LLC?

YARGER WEALTH STRATEGIES, LLC has approximately 4 employees and manages $402M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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