Jeffrey Wayne Yeakle

Employer firm

My Wealth Management, Inc CRD 168566

$156M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 09/2013 → Present
  My Wealth Management, Inc
  Gaithersburg, MD
• 09/2013 → 06/2017
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2003-08-27 → 2013-11-25
  Mcglaughlin Yeakle, Inc.
  Gaithersburg, MD
  Gaithersburg, MD
• 2003-01-08 → 2013-10-21
  Lpl Financial Llc
  Gaithersburg, MD
  Gaithersburg, MD

Other Businesses

1) MY WEALTH MANAGEMENT. INVESTMENT RELATED. RIA.FEE BASED INVESTMENTS AND FINANCIAL PLANNING. 09/2013. PRESIDENT, 140 HOURS PER MO.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-01-07
• S63 Uniform Securities Agent State Law Examination
  1996-11-21

Designations

• Certified Financial Planner
• Chartered Financial Consultant