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Jeffrey B Yamada

MCS FINANCIAL ADVISORS LLC·EUGENE, Oregon
Series 65Clean record21 years registeredMCS FINANCIAL ADVISORS LLC
360 EAST 10TH AVENUE, EUGENE, OR 97401-3273CRD# 4348036Firm CRD# 106327

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey B Yamada · EUGENE, OR
Registration
CRD #4348036 · MCS FINANCIAL ADVISORS LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

MCS FAMILY WEALTH ADVISORS
May 2005 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 25, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MCS FINANCIAL ADVISORS LLC
CRD 106327 · SEC 801-36692
AUM
$157M
Regulatory assets under management
Employees
2
213 client accounts
Services offered by MCS FINANCIAL ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MCS FINANCIAL ADVISORS LLC →
Introduction

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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 at MCS FINANCIAL ADVISORS LLC

Michael Charles Stalker
EUGENE, OR

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Research
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