Jeffery
Yorg
Buckingham Strategic Partners, LLC
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About this Advisor
Jeffery Yorg is a certified financial planner operating out of Saint Louis, Missouri who has 4 years of relevant experience. Yorg currently works for Buckingham Strategic Partners, LLC. The advisor has gained experience at Gurtin Fixed Income Management, LLC, Moody'S Investor Service and Buckingham Strategic Partners. Yorg has a Series 65 license, qualifying them as an investment advisor representative, and can operate in Missouri. Buckingham Strategic Partners, LLC is a firm that has its headquarters in Saint Louis, MO. It manages $21 billion in total assets across its 68,842 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 89 charitable organizations. Of its 68,842 accounts, 17% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors typically are based on which services are provided. However, fees charged by Buckingham Strategic Partners, LLC likely consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Buckingham Strategic Partners, LLC Brokerage Details
$20,796,940,159
584
68,842
$302,097
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jeffery Yorg Work History
Jeffery has been registered as a financial advisor for 4 years.*
Buckingham Strategic Partners
Gurtin Fixed Income Management, LLC
Moody'S Investor Service
*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 Jeffery Yorg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Buckingham Strategic Partners, LLC
Saint Louis, MO
Denver, CO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Seattle, WA
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.
