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Jonathan David Yakel

MERIDIAN FINANCIAL PARTNERS LLC·WARRENTON, Virginia
Clean recordMERIDIAN FINANCIAL PARTNERS LLC
39 SOUTH 4TH STREET, WARRENTON, VA 20186CRD# 7939082Firm CRD# 281969

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan David Yakel · WARRENTON, VA
Registration
CRD #7939082 · MERIDIAN FINANCIAL PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan David Yakel is a registered financial advisor based in WARRENTON, Virginia, affiliated with MERIDIAN FINANCIAL PARTNERS 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
Introduction

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03

Firm Overview

Firm
MERIDIAN FINANCIAL PARTNERS LLC
MERIDIAN FINANCIAL PARTNERS LLC
AUM
$401M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MERIDIAN FINANCIAL PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7939082
Firm CRD# 281969
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan David Yakel offer?
Jonathan David Yakel specializes in Financial Planning, Investment Management. Contact their office in WARRENTON, Virginia for a consultation.
What are Jonathan David Yakel's credentials?
Jonathan David Yakel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan David Yakel located?
Jonathan David Yakel is based in WARRENTON, Virginia, working with MERIDIAN FINANCIAL PARTNERS LLC. Their office serves clients in the WARRENTON metropolitan area and surrounding communities.
How does Jonathan David Yakel charge for services?
Jonathan David Yakel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERIDIAN FINANCIAL PARTNERS LLC?
MERIDIAN FINANCIAL PARTNERS LLC has approximately 6 employees and manages $401M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MERIDIAN FINANCIAL PARTNERS LLC

Sarah Jean Yakel
WARRENTON, VA
Nathaniel Scott Gilbert
WARRENTON, VA
Sarah Glover Irving
WARRENTON, VA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
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City Guides
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Research
Advisor Fees in VirginiaNational Fee Analysis
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