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Jeffrey Wayne Yeakle

My Wealth Management, Inc

Germantown, MD

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Current Employers
My Wealth Management, Inc

12410 Milestone Center Drive Suite 175, Germantown, MD 20876 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-08
MD RA APPROVED 2013-09-06
  • TX RA
    APPROVED
    Since 2024-11-08
  • MD RA
    APPROVED
    Since 2013-09-06

Branch Locations

12410 Milestone Center Drive Suite 175, Germantown, MD 20876 • 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
My Wealth Management, Inc Gaithersburg MD 09/2013 Present
Purshe Kaplan Sterling Investments Albany NY 09/2013 06/2017
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-01-07
S63 Uniform Securities Agent State Law Examination 1996-11-21
  • S65 Uniform Investment Adviser Law Examination
    2003-01-07
  • S63 Uniform Securities Agent State Law Examination
    1996-11-21
Designations

View on SEC IAPD

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Other Investors

DAVID ALLEN ROPER
SEAN EVERETT FALK
JEFFREY DAVID HILWIG
Alvin Costa
KATHERINE JENNIFER KOHLER
Robyn Crossan
MARK RONALD MUELLER
Jeffrey Rauworth White

Other Offices

KESTRA ADVISORY SERVICES, LLC · GERMANTOWN, MD
PEAK INVESTMENT ADVISORS, INC. · GERMANTOWN, MD
WELLS FARGO CLEARING SERVICES, LLC · GERMANTOWN, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GERMANTOWN, MD
THRIVENT INVESTMENT MANAGEMENT INC. · GERMANTOWN, MD
TRUIST ADVISORY SERVICES, INC. · GERMANTOWN, MD
KESTRA ADVISORY SERVICES, LLC · Germantown, MD
MILESTONE ASSET MANAGEMENT, LLC · Germantown, MD

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