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Jeffrey B Yamada

Mcs Family Wealth Advisors

Bend, OR

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Current Employers
Mcs Family Wealth Advisors

Bend, OR • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-02-21
  • OR RA
    APPROVED
    Since 2024-02-21

Branch Locations

750 Nw Charbooneau Ste 201, Bend, OR 97703 • 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
Mcs Financial Advisors Eugene OR 09/2004 Present
  • 09/2004 → Present
    Mcs Financial Advisors
    Eugene, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-05-24
  • S65 Uniform Investment Adviser Law Examination
    2005-05-24
Designations

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, INC. · BEND, OR

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