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Jeffrey B Yamada

MCS FINANCIAL ADVISORS LLC·EUGENE, Oregon
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360 EAST 10TH AVENUE, EUGENE, OR 97401-3273CRD# 4348036Firm CRD# 106327
01

About

Jeffrey B Yamada is a registered financial advisor based in EUGENE, Oregon, affiliated with MCS FINANCIAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
MCS FINANCIAL ADVISORS LLC
MCS FAMILY WEALTH ADVISORS
AUM
$157M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at MCS FINANCIAL ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4348036
Firm CRD# 106327
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey B Yamada offer?
Jeffrey B Yamada specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EUGENE, Oregon for a consultation.
What are Jeffrey B Yamada's credentials?
Jeffrey B Yamada is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey B Yamada located?
Jeffrey B Yamada is based in EUGENE, Oregon, working with MCS FINANCIAL ADVISORS LLC. Their office serves clients in the EUGENE metropolitan area and surrounding communities.
How does Jeffrey B Yamada charge for services?
Jeffrey B Yamada's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCS FINANCIAL ADVISORS LLC?
MCS FINANCIAL ADVISORS LLC has approximately 2 employees and manages $157M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EUGENE
Thomas Henry Roehl — ROEHL & YI INVESTMENT ADVISORS, LLCJayman Frank Yi — ROEHL & YI INVESTMENT ADVISORS, LLCAndrew David Papendieck — THE PAPENDIECK GROUP, LLCPaige P Flory — THE PAPENDIECK GROUP, LLCMichael Charles Stalker — MCS FINANCIAL ADVISORS LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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