Christian Yoss

Current Employers

Employment History

• 06/2011 → 02/2017
  Tiaa
  Lewisville, TX
• 03/2017 → 11/2021
  United Capital Financial Advisers Llc
  Newport Beach, CA
• 05/2018 → 07/2020
  Cetera Advisor Networks
  El Segundo, CA
• 11/2021 → 04/2025
  Jpmorgan Chase Bank Na
  Dallas, TX
• 11/2021 → 04/2025
  Jpmorgan Securities Llc
  Dallas, TX
• 07/2019 → 11/2021
  Goldman Sachs & Co Llc
  Irving, TX
• 04/2025 → Present
  Simon Quick Advisors, Llc
  Dallas, TX

Previous Registrations

• 2022-01-13 → 2022-03-30
  J.P. Morgan Securities Llc
  Dallas, TX
  Phoenix, AZ
• 2017-03-03 → 2021-12-07
  United Capital Financial Advisors
  Irving, TX
• 2011-10-04 → 2017-03-09
  Tiaa-Cref Individual & Institutional Services, Llc
  Chicago, IL
  Frisco, TX
  Houston, TX
  Frisco, TX
• 2008-08-07 → 2009-03-23
  Banc Of America Investment Services, Inc.
  Dallas, TX
  Dallas, TX
• 2001-05-02 → 2008-08-12
  Strategic Advisers Llc
  Plano, TX

Other Businesses

Entity Name: Southern Methodist University Investment related: No "Address: SMU Continuing & Professional Education CERTIFIED FINANCIAL PLANNER Certificate Program Bryan Jackson, Program Director, 5539 SMU Boulevard, Dallas, TX 75206, programs@smu.edu, 214-768-1184, https://www.smu.edu/CAPE/Programs/Certificates/financial-planning" Nature of the other business: Educational Position/Title/Relationship: Employee/Contractor Start Date: 01/15/2024 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: Adjunct professor teaching an employee benefits course NOT similar to JPMC Role NO Connection to JPMC I will be receiving payment to be an adjunct professor. Approximately $5,000 per year"

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-11-07
• S65 Uniform Investment Adviser Law Examination
  1999-11-03

Designations

Other Names

• Christian Arthur Yoss
• Christian A Yoss