William Jason Yost

Current Employers

Employment History

• 09/2009 → 05/2019
  Lpl Financial Corporation
  Savannah, GA
• 05/2019 → Present
  Ifp Securities, Llc
  Savannah, GA
• 09/2008 → Present
  Independent Financial Partners
  Savannah, GA

Previous Registrations

• 2013-08-30 → 2015-03-11
  Lpl Financial Llc
  Savannah, GA
• 2007-01-05 → 2008-09-16
  New England Securities
  Jacksonville, FL
  Savannah, GA

Other Businesses

(1) 08/07/2010 - OTHER-FAMILY OWNED BUSINESS/YOST ENERGY/COMPLETE PAPERWORK FOR A PRIVATE FAMILY OWNED BUSINESS WHICH IS OWNED BY MY PARENTS. 4% OF TIME. (2) 08/07/2010 - NON-VARIABLE INSURANCE/METRO DI - SELL AND SERVICE DISABILITY POLICIES. 4% OF TIME. (3) 08/07/2010 - NON-VARIABLE INSURANCE/CRUMP INSURANCE - SELL AND SERVICE FIXED LIFE, DISABILITY AND LONG TERM CARE POLICIES. 10% OF TIME. (4) 08/10/2010 - RIA/(HYBRID) INDEPENDENT FINANCIAL PARTNERS/ACTIVITIES MAY INCLUDE FINANCIAL PLANNING, RENDERING INVESTMENT ADVICE FOR A FEE, OR OTHER RELATED FINANCIAL CONSULTING. 80% OF TIME. (5) 03/07/2011 - DBA ONLY, W.J. YOST FINANCIAL SERVICES, 90% OF TIME SPENT. (6) 03/05/2015 - IFP INSURANCE GROUP, INC. - NON-VARIABLE INSURANCE - TIME SPENT 3 HOURS PER MONTH - SAVANNAH, GA (7) 11/24/2015 * Independent Financial Partners (IFP) * Registered Investment Advisor DBA * (HYBRID) W.J. Yost Financial Service * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 08/10/2010 * 150 HRS/MO DURING SECS TRDG HRS. (8) Yost Energy / Yost Farm - not investment related - 172 North 11 Mile Road Midland, MI 48640 - Family business/Corporation - Employee - start date Aug. 7, 2010 - 1 hour/month - Paperwork and periodic manual labor during summer time (9) The Pinnacle Group - investment related - 12724 Gran Bay Pkwy, Bldg 1, Ste 150 Jacksonville, FL 32258 - IFP insurance partner - agent - start date April 1, 2021 - 4 hours/month - 4 hours/month during trading - Use Pinnacle for Life, Long Term Care, Disability and Fixed Annuity business. (10) Wesley Monumental United Methodist Church - not investment related - 429 Abercorn St. Savannah, GA 31401 - church - Board Member - start date Dec 1, 2025 - 2 hours/month - As a sub-committee of our Trustees it oversees our Endowments. It meets with the managers and reviews performance. Make recommendations to the Trustees on the use of Endowment proceeds.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-13
• S63 Uniform Securities Agent State Law Examination
  2002-01-03