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Sarah Jean Yakel

MERIDIAN FINANCIAL PARTNERS LLC·WARRENTON, Virginia
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39 SOUTH 4TH STREET, WARRENTON, VA 20186CRD# 4637854Firm CRD# 281969
01

About

Sarah Jean 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
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# 4637854
Firm CRD# 281969
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sarah Jean Yakel offer?
Sarah Jean Yakel specializes in Financial Planning, Investment Management. Contact their office in WARRENTON, Virginia for a consultation.
What are Sarah Jean Yakel's credentials?
Sarah Jean Yakel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Jean Yakel located?
Sarah Jean 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 Sarah Jean Yakel charge for services?
Sarah Jean 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 in WARRENTON
Nathaniel Scott Gilbert — MERIDIAN FINANCIAL PARTNERS LLCSarah Glover Irving — MERIDIAN FINANCIAL PARTNERS LLCJonathan David Yakel — MERIDIAN FINANCIAL PARTNERS LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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