Jonathan Paul Yeager

Current Employers

Employment History

• 08/2014 → 09/2018
  Axa Advisors Llc
  New York, NY
• 09/2018 → 01/2024
  Private Client Services
  Birmingham, AL
• 09/2018 → 01/2024
  Rfg Advisory, Llc
  Vestavia Hills, AL
• 01/2024 → 09/2025
  Newedge Advisors, Llc.
  New Orleans, LA
• 01/2024 → 09/2025
  Newedge Secuities Inc.
  Pittsburgh, PA
• 09/2025 → Present
  Marathon Wealth Advisors, Llc
  Boston, MA

Previous Registrations

• 2024-01-10 → 2025-09-22
  Newedge Advisors
  Boston, MA
  Vestavia, AL
  New Orleans, LA
• 2024-01-08 → 2024-01-10
  Newedge Advisors
  Vestavia, AL
  New Orleans, LA
• 2018-09-19 → 2023-12-26
  Rfg Advisory, Llc
  Vestavia Hills, AL
• 2014-08-21 → 2018-09-21
  Equitable Advisors, Llc
  Trussville, AL
• 2008-06-26 → 2010-11-12
  Concourse Financial Group Securities, Inc.
  Birmingham, AL

Other Businesses

Alabama Alzheimer's Association; not investment-related; Birmingham, AL; Executive Leadership Team Member; Fundraising and recruiting other fundraisers; 1/1/23; 4 Hrs per mnth/0 trade; Attend meetings; sign up individuals and companies to sponsor and create fundraising teams.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-26

Other Names

• Paul Yeager