Gregory Joseph Yaksta

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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 → 06/2017
  Aeon Funds
  Middletown, NJ
• 06/2017 → 12/2017
  Pnc Investments
  Bedminster, NJ
• 12/2017 → 10/2020
  Wells Fargo Clearing Services Llc
  Red Bank, NJ
• 10/2021 → Present
  Charles Schwab & Co., Inc.
  Red Bank, NJ
• 10/2021 → Present
  Charles Schwab Bank, Ssb
  Red Bank, NJ
• 11/2020 → 09/2021
  Unemployed
  Middletown, NJ

Previous Registrations

• 2018-01-09 → 2020-11-09
  Wells Fargo Clearing Services, Llc
  Red Bank, NJ
• 2017-06-28 → 2017-12-22
  Pnc Wealth Management Llc
  Bedminster, NJ
• 2014-05-30 → 2015-11-25
  Investment Advisors Asset Management, Llc
  Flemington, NJ
  Easton, PA

Exams

• S66 Uniform Combined State Law Examination
  2014-04-09

Other Names

• Gregory Yaksta
• Gregory Joseph Yaksta
• Gregory Joseph Yaksta Jr.