Jennifer Yeh is a registered investment advisor at Cooper Mcmanus, based in San Jose, CA, with 14 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 3,482 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cooper McManus offers investment management services where they create a portfolio tailored to your needs using various investments. The annual fee for this service will not exceed 2.00% and is negotiable. The fee is deducted from your account. They may also use third-party investment advisors, compensating them from their overall fee.
Location
101 Metro Drive, Suite 650, San Jose, CA, 95110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer is a managing partner at Taylor Moor LLC since 1999 and a partner at Strategies Group LLC since 2007, dedicating minimal time to each. She is also an advisor at Evergreen Wealth Advisory Group since 2014, spending a significant amount of time there, and an IAR at Left Lane Financial since 2025, where she provides tax services and spends minimal time.
Employment History
Current Registrations
Cooper Mcmanus
Cambridge Investment Research, INC.Broker
Previous Registrations
Evergreen Wealth Advisory Group, LLC
Securities America, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations6 states
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