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Jonathan Laird Yarger

YARGER WEALTH STRATEGIES, LLC·WESTERVILLE, Ohio
Unclaimed Profile
140 DORCHESTER SQUARE S., WESTERVILLE, OH 43081CRD# 2141363Firm CRD# 310207
01

About

Jonathan Laird Yarger is a registered financial advisor based in WESTERVILLE, Ohio, affiliated with YARGER WEALTH STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
YARGER WEALTH STRATEGIES, LLC
YARGER WEALTH STRATEGIES, LLC
AUM
$402M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at YARGER WEALTH STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2141363
Firm CRD# 310207
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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