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James Matthew Yancey

Equitable Advisors, LLC

Roseville, CA

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-05-11
CA RA APPROVED 2026-05-08
  • TX RA
    APPROVED_RES
    Since 2026-05-11
  • CA RA
    APPROVED
    Since 2026-05-08

Branch Locations

2200 Douglas Blvd. Suite 100-B, Roseville, CA 95661 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 03/2019 05/2026
Sacramento Municipal Utility District Sacramento CA 09/2015 09/2018
Unemployed West Sacramento CA 09/2018 03/2019
Equitable Advisors, Llc New York NY 05/2026 Present
  • 03/2019 → 05/2026
    Edward Jones
    St Louis, MO
  • 09/2015 → 09/2018
    Sacramento Municipal Utility District
    Sacramento, CA
  • 09/2018 → 03/2019
    Unemployed
    West Sacramento, CA
  • 05/2026 → Present
    Equitable Advisors, Llc
    New York, NY
Previous Registrations
  • 2019-05-08 → 2026-05-11
    Edward Jones
    West Sacramento, CA
    St Louis, MO
    West Sacramento, CA
    Davis, CA
    Davis, CA
    Sacramento, CA
Other Businesses

1. Successor Trustee of Yancey Living Trust. 2. Yolo Community Foundation - Board Member. Non-profit support philanthropy in Yolo County. Located in: Woodland, CA. Approx. Start Date: January 2021.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-04
  • S66 Uniform Combined State Law Examination
    2019-05-04
Designations
Other Names
  • Matt Yancey
  • Matthew Yancey

View on SEC IAPD

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Other Investors

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DANIEL HAVEN FULLER
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JULIA RAMONA SHILES
EDWARD JOSEPH BUNTING
BRADLEY SCOTT SULLIVAN

Other Offices

DCA FAMILY OFFICE, LLC · ROSEVILLE, CA
DCA MANAGEMENT COMPANY, INC. · ROSEVILLE, CA
MUTUAL ADVISORS, LLC · Roseville, CA
DCA FAMILY OFFICE, LLC · Roseville, CA
COMMONWEALTH FINANCIAL NETWORK · Roseville, CA
EDWARD JONES · ROSEVILLE, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Roseville, CA
MERCER GLOBAL ADVISORS INC. · ROSEVILLE, CA

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