James Yonker
James Yonker is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Oakbrook Terrace, IL, with 24 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
1 Mid America Plz, Suite 800, Oakbrook Terrace, IL, 60181
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2004Other Business Activities
James is a member of Quercus Rubra, LLC as trustee of two living trusts. He dedicates minimal time to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations28 states
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
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