Jerald William Yeager

Employer firm

Sym Financial Advisors CRD 107517

$5.81B regulatory AUM 32 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1997 → Present
  Sym Financial Advisors
  Winona Lake, IN

Other Businesses

Business: 2nd Mile Missions - Investment-related: Yes - Business Address: P.O. Box 733, Winona Lake, IN 46590 - Nature of Business: Charitable - Position: Member, Board of Directors and Finance Committee - Start Date: 1/1/2018 - Hours/Month: 15 Hours/Year - Hours/Month During Securities Trading Hours: 15 Hours/Year - Duties: Attend Board and Committee meetings. Business: Grace College - Investment-related: Yes - Business Address: 1 Lancer Way, Winona Lake, IN 46590 - Nature of Business: Charitable - Position: Member, Investment Committee - Start Date: 2/20/2022 - Hours/Month: 4 Hours/Year - Hours/Month During Securities Trading Hours: 4 Hours/Year - Duties: Attend Committee meetings. Business: K21 Health Foundation - Investment-related: Yes - Business Address: 1101 Park Ave, Winona Lake, IN 46590 - Nature of Business: Charitable - Position: Board Member,Investment & Finance Committee - Start Date: 01/01/2023 - Hours/Month: 6 hours/month - Hours/Month During Securities Trading Hours: 4 hours/month - Duties: Attend meetings and serve on Investment & Finance Committee

Other Names

• Jerry Yeager