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Justin Marshall Yates

Edward Jones

Chagrin Falls, OH

CRD 4686514

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-03-12
OH RA APPROVED 2007-01-25
  • TX RA
    APPROVED_RES
    Since 2019-03-12
  • OH RA
    APPROVED
    Since 2007-01-25

Branch Locations

16716 Chillicothe Rd Suite 400, Chagrin Falls, OH 44023 • 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
Edward Jones St Louis MO 07/2003 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-09-11
  • S63 Uniform Securities Agent State Law Examination
    2003-09-11
Other Names
  • Justin Marshall Yates

View on SEC IAPD

Nearby Firms

STRATOS WEALTH PARTNERS, LTD
CHAPMAN & CHAPMAN ADVISORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

JOSEPH ANDREW ZARLINGA
JUSTIN R HORTON
MICHAEL ALBERT CIMPERMAN

Nearby Offices

STRATOS WEALTH PARTNERS, LTD · Chagrin Falls, OH
CHAPMAN & CHAPMAN ADVISORS LLC · CHAGRIN FALLS, OH
STRATOS WEALTH PARTNERS, LTD · Chagrin Falls, OH

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