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Janet Yvonne Yearwood

Yearwood Financial

New York, NY

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Current Employers
Yearwood Financial

New York, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-07-06
  • NY RA
    APPROVED
    Since 2026-07-06

Branch Locations

New York, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self-Employed New York NY 04/2019 04/2020
Unemployed New York NY 04/2020 12/2021
Lazard Asset Management New York NY 12/2021 06/2025
Unemployed New York NY 07/2025 04/2026
Yearwood Financial Management New York NY 04/2026 Present
J.P. Morgan Institutional Investments Inc. New York NY 04/2015 12/2018
Unemployed New York NY 01/2019 03/2019
  • 04/2019 → 04/2020
    Self-Employed
    New York, NY
  • 04/2020 → 12/2021
    Unemployed
    New York, NY
  • 12/2021 → 06/2025
    Lazard Asset Management
    New York, NY
  • 07/2025 → 04/2026
    Unemployed
    New York, NY
  • 04/2026 → Present
    Yearwood Financial Management
    New York, NY
  • 04/2015 → 12/2018
    J.P. Morgan Institutional Investments Inc.
    New York, NY
  • 01/2019 → 03/2019
    Unemployed
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-05-21
  • S63 Uniform Securities Agent State Law Examination
    2015-05-21
Designations

View on SEC IAPD

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