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Inactive

Jean Tak Yamamoto

Apella Wealth

Davis, CA

West Hartford, CT

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Current Employers
Apella Wealth

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-06
CT RA APPROVED 2025-01-06
  • CA RA
    APPROVED
    Since 2025-01-06
  • CT RA
    APPROVED
    Since 2025-01-06

Branch Locations

502 Mace Blvd Ste. 5, Davis, CA 95618 • United States

65 Memorial Drive Suite C340, West Hartford, CT 06107 • 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
Young Wealth Management Davis CA 10/2019 02/2025
Homemaking Davis CA 06/2005 10/2019
Apella Capital, Llc West Hartford CT 12/2024 Present
  • 10/2019 → 02/2025
    Young Wealth Management
    Davis, CA
  • 06/2005 → 10/2019
    Homemaking
    Davis, CA
  • 12/2024 → Present
    Apella Capital, Llc
    West Hartford, CT
Previous Registrations
  • 2020-03-12 → 2025-03-03
    Young Wealth Management
    Davis, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-10
  • S65 Uniform Investment Adviser Law Examination
    2020-03-10
Other Names
  • Jean Sook Tak
  • Jean Yamamoto

View on SEC IAPD

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Other Offices

ARCHER POINTE WEALTH MANAGEMENT, LLC · DAVIS, CA
LPL FINANCIAL LLC · DAVIS, CA
CHARLES SCHWAB & CO., INC. · Davis, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DAVIS, CA
FLYWAY ADVISORS · DAVIS, CA
J.P. MORGAN SECURITIES LLC · DAVIS, CA
U.S. BANCORP ADVISORS, LLC · Davis, CA
EDWARD JONES · DAVIS, CA

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