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Tate Wilder Yonker

J.P. Morgan Securities LLC

Traverse City, MI

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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-05-21
  • MI RA
    APPROVED
    Since 2026-05-21

Branch Locations

250 East Front Street, Traverse City, MI 49684 • 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
OrganizationCityStateFromTo
Jpmorgan Chase Bank, N.A. Traverse City MI 05/2026 Present
J.P. Morgan Securities Llc Traverse City MI 05/2026 Present
Unemployed Frankenmuth MI 02/2026 04/2026
Equitable Financial Life Insurance Denver CO 10/2025 01/2026
The Timbers Vassar MI 05/2025 09/2025
Michigan State University East Lansing MI 09/2021 05/2025
Design Mechanical Denver CO 05/2024 08/2024
Comer And Cross Concrete Coatings Llc Detroit MI 12/2023 01/2024
Raymond James Grand Blanc MI 07/2023 08/2023
Barrio Traverse City MI 06/2022 08/2022
Grand Traverse Resort Traverse City MI 06/2022 08/2022
Unemployed Chagrin Falls OH 05/2016 09/2021
  • 05/2026 → Present
    Jpmorgan Chase Bank, N.A.
    Traverse City, MI
  • 05/2026 → Present
    J.P. Morgan Securities Llc
    Traverse City, MI
  • 02/2026 → 04/2026
    Unemployed
    Frankenmuth, MI
  • 10/2025 → 01/2026
    Equitable Financial Life Insurance
    Denver, CO
  • 05/2025 → 09/2025
    The Timbers
    Vassar, MI
  • 09/2021 → 05/2025
    Michigan State University
    East Lansing , MI
  • 05/2024 → 08/2024
    Design Mechanical
    Denver, CO
  • 12/2023 → 01/2024
    Comer And Cross Concrete Coatings Llc
    Detroit, MI
  • 07/2023 → 08/2023
    Raymond James
    Grand Blanc, MI
  • 06/2022 → 08/2022
    Barrio
    Traverse City, MI
  • 06/2022 → 08/2022
    Grand Traverse Resort
    Traverse City, MI
  • 05/2016 → 09/2021
    Unemployed
    Chagrin Falls, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-20
  • S66 Uniform Combined State Law Examination
    2025-09-20
Other Names
  • Tate W Yonker
  • Tate Wilder Yonker

View on SEC IAPD

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ROBERT JOSEPH FENTON
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Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · TRAVERSE CITY, MI
UP NORTH FINANCIAL, LLC · TRAVERSE CITY, MI
CHARLES SCHWAB & CO., INC. · Traverse City, MI
REHMANN WEALTH · TRAVERSE CITY, MI
G. A. REPPLE & COMPANY · Traverse City, MI
INDEPENDENT WEALTH MANAGEMENT, LLC · TRAVERSE CITY, MI
CHERRY TREE WEALTH MANAGEMENT, LLC · Traverse City, MI
PFS INVESTMENTS INC. · TRAVERSE CITY, MI

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