John Floyd Yerger

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2010 → 09/2021
  Morgan Stanley Smith Barney
  Johnstown, PA
• 01/2015 → 09/2021
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 09/2021 → Present
  Raymond James Financial Services, Inc.
  Johnstown, PA
• 09/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Johnstown, PA
• 09/2021 → Present
  Thomas Financial Associates
  Johnstown, PA
• 09/2021 → Present
  John F Yerger Iii Llc
  :JOhnstown, PA

Previous Registrations

• 2010-09-21 → 2021-10-26
  Morgan Stanley
  Johnstown, PA
  Greensburg, PA

Other Businesses

(1)Name of Business: Address: 134 Montour St, Johnstown, PA, 15905, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Subcommittee Member Investment Related: No Start Date: 01/01/2010 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Tournament Chairman-Sunnehanna Amateur\nresponsible for player invitations, organizing and running the event as well as the budget. I do not write checks

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-11-26