Jeffrey Yearwood, financial advisor Emmaus PA

Jeffrey Yearwood

CRD Number: 1500571
Current Firm: Mark Cernese & Associates

Jeffrey Yearwood (CRD# 1500571) is an Investment Advisor Representative working at Mark Cernese & Associates in Emmaus, PA and has over 10 years of experience in the finance industry.

Similar Advisors
Frank Speace, financial advisor Emmaus PA
Frank C. Speace
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Inas Abas, financial advisor Emmaus PA
Inas R. Abas
CRD# 4330102
Hamilton-bates Investment Research, Inc.
Similar Advisors
Jason Abruzere, financial advisor Emmaus PA
Jason E. Abruzere
CRD# 4121049
Weyhill Investment Counsel, LLC
Company Name Location Dates Years
Prmg Cooper City, FL Oct 2015 - Current 8
Palmwood Enterprises Pottstown, PA Oct 2014 - Current 9
Weichert Financial Phillipsburg, NJ Oct 2014 - Oct 2015 1
Morgan Stanley Allentown, PA Dec 2013 - Oct 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Jeffrey M. Yearwood
Phone Number: 484-951-3318
Registered State(s):
  • PA
Current Firm Details
Mark Cernese & Associates
Firm's CRD Number: 174062
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $353,846
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States

PA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.