James Downing Yonker

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 08/2002 → Present
  Various Insurance Carriers
  Wheaton, IL
• 10/2011 → 12/2016
  James D Yonker
  Oak Brook, IL
• 12/2012 → 12/2016
  Jdy Financial Llc
  Warrenville, IL
• 08/2016 → Present
  Raymond James & Associates, Inc
  Naperville, IL

Previous Registrations

• 2002-08-13 → 2016-08-30
  Waddell & Reed
  Oak Brook, IL
  Savage, MN

Other Businesses

(1)Name of Business: Quercus Rubra, LLC Address: 2s409 Madison St, Wheaton, IL, 60189, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 03/28/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of LLC as trustee of James D Yonker Living Trust and Lindsay A Yonker Living Trust, each dated April 2, 2013

Exams

• S66 Uniform Combined State Law Examination
  2002-08-08

Designations

• Certified Financial Planner

Other Names

• James Yonker