Jeffrey
Yoakum
Yoakum Wealth Management
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About this Advisor
Jeffrey Yoakum is a certified financial planner operating out of South San Francisco, California with 3 years of relevant experience. Yoakum is an advisor for Yoakum Wealth Management. Yoakum has gained experience at Abunda Financial, Lpl Financial, LLC, Yoakum Portfolio Planning and Pacific Wealth Advisors, LLC. Yoakum has a Series 63 license, which qualifies them as a securities representative, and is approved to advise clients in California. Yoakum Wealth Management is a business with a branch in South San Francisco, California.
Certifications and Registrations
Years Registered*
Office Location
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Jeffrey Yoakum Work History
Jeffrey has been registered as a financial advisor for 3 years.*
Yoakum Portfolio Planning
Lpl Financial, LLC
Pacific Wealth Advisors, LLC
Abunda Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Yoakum to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
