Jess Michael Charles Yourkavitch

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 03/2016 → 12/2017
  Lpl Financial Llc
  Wyomissing, PA
• 03/2016 → 08/2020
  Riverview Bank
  Wyomissing, PA
• 03/2016 → 12/2017
  Private Advisor Group, Llc
  Morristown, NJ
• 12/2017 → 08/2020
  Cetera Investment Services Llc
  St.CLoud, MN
• 12/2017 → 08/2020
  Cetera Investment Advisers Llc
  Temple, PA
• 08/2020 → 10/2020
  Unemployed
  Reading, PA
• 10/2020 → Present
  Lpl Financial, Llc
  Reading, PA

Previous Registrations

• 2017-12-18 → 2020-08-05
  Cetera Investment Advisers Llc
  Temple, PA
• 2016-03-24 → 2017-12-18
  Private Advisor Group, Llc
  Wyomissing, PA
  Morristown, NJ
  Temple, PA
• 2016-03-21 → 2017-12-15
  Lpl Financial Llc
  Temple, PA
  Wyomissing, PA
  Wyomissing, PA
  San Diego, CA
  Williamsport, PA
  Williamsport, PA
• 2015-11-04 → 2016-03-16
  Bb&T Investment Services, Inc.
  Temple, PA
  Charlotte, NC
  Allentown, PA
• 2014-01-21 → 2015-11-03
  Cetera Investment Advisers Llc
  Temple, PA
• 2011-02-22 → 2014-01-21
  Cetera Investment Services Llc
  Temple, PA
  Malvern, PA
  King Of Prussia, PA

Other Businesses

08/26/2020 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - AEM WEALTH MANAGEMENT, LLC - INVESTMENT RELATED - READING, PA 19606

Exams

• S66 Uniform Combined State Law Examination
  2011-02-18
• S63 Uniform Securities Agent State Law Examination
  2006-06-16

Other Names

• Jess Michael Yourkavitch
• Jess Yourkavitch