Jonathan Laird Yarger

Employer firm

Yarger Wealth Strategies, LLC CRD 310207

$530M regulatory AUM 4 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2007 → 09/2020
  Raymond James Financial Services
  Westerville, OH
• 01/2009 → 09/2020
  Raymond James Financial Services Advisors, Inc
  Westerville, OH
• 09/2020 → Present
  Yarger Wealth Strategies
  Westerville, OH

Previous Registrations

• 2009-01-02 → 2020-10-12
  Raymond James Financial Services Advisors, Inc
  Westerville, OH
• 2007-09-10 → 2009-01-02
  Raymond James Financial Services, Inc.
  Westerville, OH
• 2006-02-17 → 2007-04-30
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 2006-02-01 → 2006-02-02
  Northwestern Mutual Investment Services, Llc
  Columbus, OH
  Upper Arlington, OH
• 2003-04-30 → 2005-04-07
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI

Other Businesses

1) JY Capital, LLC. Address: Westerville, OH. Nature of the Business: Rental Real Estate. Position/Title: Rental Real Estate. Investment Related:Yes. Start Date: 09/01/2019. Hours per month devoted to this business: 1. Hours per month devoted to this business during trading hours: 1/4. Description of duties: sole member of LLC, actively invest in, rent and manage real estate. 2. fixed insurance sales. not investment related. 140 Dorchester Square S, Suite B, Westerville, OH 43081 - Start date September 2007 - approximately 2 hours per month are spent on this activity during trading hours 3. Gvbck LLC; investment related; 140 Dorchester Square S, , Westerville, OH 43081, OH. 43081; Purchased a house for a family to live in...they pay half the normal rent. Giving back to the community.; sole member; Start date 8/23/2024; 1 hour per month; Collect rent, pay taxes maintain property as needed. 4. Mater Academy; not investment related; 5085 Reed Rd, Columbus, OH. 43220; Charter School; Board Member; Start date 2/1/2025; 2 hours per month; Oversee operations and direct policy.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-11-27
• S63 Uniform Securities Agent State Law Examination
  1997-04-23

Other Names

• Jon Yarger