Jeffrey Yandle

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 04/2006 → 04/2017
  First Republic Bank
  Portland, OR
• 04/2006 → 04/2017
  First Republic Investment Management
  Portland, OR
• 04/2015 → 04/2017
  First Republic Securities Company
  Portland, OR
• 04/2017 → 10/2023
  First Republic Securities Company, Llc
  Portland, OR
• 04/2017 → Present
  First Republic Investment Management, Inc.
  Portland, OR
• 09/2023 → Present
  J.P. Morgan Securities Llc
  Portland, OR
• 10/2023 → Present
  Jp Morgan Chase Bank, N.A.
  Portland, OR

Previous Registrations

• 2015-11-30 → 2025-03-21
  J.P. Morgan Private Wealth Advisors Llc
  Portland, OR
  Portland, OR

Other Businesses

Name: Archdiocese of Portland Address: Portland, Oregon Investment-related: No Role: Member of the Investment Advisory Committee Start Date: January, 2014 Description of duties: The committee is responsible for helping the Archbishop asses and decide on investment allocation. In my role, we review reports and performance presented by the consultant Number of hours each month: 1 hour Number of hours during trading: None Candlelighters for Children With Cancer, Portland OR; Investment related: No; Nature of business: provides care & support for children suffering from cancer & their families; Role/Description of duties: member of board of directors; Start date: 5/1/2019; Number of hours each month: approx. 3; Number of hours during trading: 0. Catholic Charities, Portland OR; Investment related: No; Nature of business: serves the broader Portland community with family counseling, financial skills, education, support for immigrant families, affordable housing & community building; Role/description of duties: Finance Committee member; Start date 5/1/2019; Number of hours each month: less than 2 hours; Number of hours during trading: less than 2 hours. Name: Yandle LLC Investment-related: No Nature of the business: Limited Liability Company for [property Role: Member Start Date: 07/22/2021 Number of hours each month: Less than 4 Number of hours during trading: Less than 2

Exams

• S66 Uniform Combined State Law Examination
  2015-11-28
• S63 Uniform Securities Agent State Law Examination
  2000-08-11

Other Names

• Jeffrey Kenneth Yandle
• Jeffrey Kenneth Moran-Yandle
• Jeff Kenneth Yandle