Jennifer Elaine Yeater

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2007 → 09/2022
  My Financial Group, Ltd.
  Cuyahoga Falls, OH
• 09/2009 → 10/2016
  Transamerica Financial Advisors, Inc.
  Cuyahoga Falls, OH
• 12/1997 → Present
  King Financial Services
  Cuyahoga Falls, OH
• 05/2016 → 10/2016
  Signator Investors, Inc.
  Cuyahoga Falls, OH
• 10/2016 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2007-01-04 → 2022-09-26
  My Financial Group, Ltd.
  Cuyahoga Falls, OH
• 2016-05-13 → 2016-10-07
  Signator Investors, Inc.
  Cuyahoga Falls, OH
• 2009-09-04 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Cuyahoga Falls, OH
• 2006-12-07 → 2009-09-04
  Transamerica Financial Advisors, Inc.
  Cuyahoga Falls, OH
  Middleburg Heights, OH

Other Businesses

Fixed insurance sales; as of 08/09/2018; Approximately 5% of time spent during securities trading hours per month; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2006-11-08
• S63 Uniform Securities Agent State Law Examination
  1998-11-24

Other Names

• Jennifer Elaine Pappano
• Jennifer Elaine Pappano