Yuriy Lavor

CRD 6569014

Claim This Profile

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-05-25
CA	RA	APPROVED	2020-03-04

TX RA
APPROVED_RES

Since 2023-05-25
CA RA
APPROVED

Since 2020-03-04

Branch Locations

3031 Tisch Way Suite 50, San Jose, CA 95128-2541 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	10/2019	Present
Homestreet Bank	San Jose	CA	02/2019	09/2019
Solar Power Inc (Umining)	Santa Clara	CA	05/2018	12/2018
Autonation	Fremont	CA	09/2014	02/2018

10/2019 → Present

Edward Jones

St Louis, MO
02/2019 → 09/2019

Homestreet Bank

San Jose, CA
05/2018 → 12/2018

Solar Power Inc (Umining)

Santa Clara, CA
09/2014 → 02/2018

Autonation

Fremont, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-03-03

S66 Uniform Combined State Law Examination

2020-03-03

Designations

Chartered Financial Consultant

Other Names

Yuriy Lavor
Yuriy Vladimirovich Lavor

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

Bianca N. Cross

Nearby Offices

J.P. MORGAN SECURITIES LLC · SAN JOSE, CA

PFG ADVISORS · San Jose, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAN JOSE, CA

More in San Jose, CA

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor