JY
CFP
JY
CFP
Jeffrey Yoanides
43 Years of Experience
Chatham, NJ
1 DisclosureBroker
Jeffrey Yoanides is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Chatham, NJ, with 43 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
26 Main St, Ste 101, Chatham, NJ, 07928
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2001Closed-No Action
Other Business Activities
Jeffrey owns Jeffrey Yoanides, LLC, which serves as a pass-through entity for his practice. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2021 - Present · 4 yrs 6 mos
Wells Fargo Advisors
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - November 2021 · 13 yrs 10 mos
Wells Fargo Clearing Services, LLC
January 2008 - November 2021 · 13 yrs 10 mos
A. G. Edwards & Sons, INC.
October 2003 - January 2008 · 4 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
March 1984 - January 2008 · 23 yrs 10 mos
First Investors CorporationBroker
October 1982 - March 1984 · 1 yr 5 mos
State Registrations12 states
AZCACTDEFLILINMENCNJNYPA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.