Inactive

Jeffrey Yoakum

Yoakum Wealth Management

South San Francisco, CA

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Current Employers

Yoakum Wealth Management

South San Francisco, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-04-28

CA RA
APPROVED

Since 2025-04-28

Branch Locations

South San Francisco, CA • 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
Lpl Financial, Llc	Santa Clara	CA	10/2013	03/2020
Pacific Wealth Advisors, Llc	Santa Clara	CA	11/2013	03/2020
Yoakum Portfolio Planning	Palo Alto	CA	03/2020	Present

10/2013 → 03/2020

Lpl Financial, Llc

Santa Clara, CA
11/2013 → 03/2020

Pacific Wealth Advisors, Llc

Santa Clara, CA
03/2020 → Present

Yoakum Portfolio Planning

Palo Alto, CA

Previous Registrations

2013-10-31 → 2020-04-03

Lpl Financial Llc

Campbell, CA

East Palo Alto, CA
2012-09-13 → 2015-12-11

Abunda Financial, Llc

Palo Alto, CA
2011-12-01 → 2012-09-26

Silicon Valley Wealth Advisors, Llc

Campbell, CA
2003-09-09 → 2006-02-03

Northern Trust Securities, Inc.

Los Altos, CA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2013-12-09

S63 Uniform Securities Agent State Law Examination

2013-12-09

Designations

Other Names

Jeff Yoakum

View on SEC IAPD

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