Unclaimed Profile

Jon P Yankee

FJY FINANCIAL, LLC·RESTON, Virginia

Series 7, Series 66Clean record24 years registeredFJY FINANCIAL, LLC

1900 CAMPUS COMMONS DRIVE, RESTON, VA 20191CRD# 4253154Firm CRD# 139347

Profile Verification

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

Identity

Jon P Yankee · RESTON, VA

Registration

CRD #4253154 · FJY FINANCIAL, LLC · 24 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS LLC

Jun 2022 – present

FJY FINANCIAL

Feb 2006 – Jul 2022

RESTON, VA

REMBERT PENDLETON & FOX

Jan 2003 – Jan 2006

FALLS CHURCH, VA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jan 2002 – Jul 2002

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 3, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FJY FINANCIAL, LLC

CRD 139347 · SEC 801-66159

AUM

$757M

Regulatory assets under management

Employees

1,958 client accounts

Services offered by FJY FINANCIAL, 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 FJY FINANCIAL, LLC →

Introduction

Speak with Jon

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jon is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in RESTON?

Browse all registered financial advisors in RESTON, Virginia or claim this profile if it's yours.

Browse RESTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jon P Yankee offer?

Jon P Yankee specializes in Financial Planning, Investment Management. Contact their office in RESTON, Virginia for a consultation.

What are Jon P Yankee's credentials?

Jon P Yankee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jon P Yankee located?

Jon P Yankee is based in RESTON, Virginia, working with FJY FINANCIAL, LLC. Their office serves clients in the RESTON metropolitan area and surrounding communities.

How does Jon P Yankee charge for services?

Jon P Yankee'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 FJY FINANCIAL, LLC?

FJY FINANCIAL, LLC has approximately 11 employees and manages $757M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →