Jacob Yerkes is a registered investment advisor, based in Caledonia, MI, with 2 years of industry experience.
Location
7115 Kalamazoo Ave SE, Ste B, Caledonia, MI, 49316
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jacob works as an associate financial advisor for Anchor Wealth Advisers since March 2025. This takes about a quarter of his time, including a significant portion during trading hours.
Employment History
Current Registrations
Cetera Advisors LLCBroker
March 2025 - Present · 1 yr 2 mos
Cetera Investment Advisers LLC
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2023 - December 2024 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2023 - December 2024 · 1 yr 3 mos
State Registrations1 state
MI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.