Jeffrey Wayne Yeakle
President & Investment AdvisorMy Wealth Management, Inc.CRD 2818198
About Jeffrey Wayne Yeakle
Jeffrey Wayne Yeakle is listed as President & Investment Advisor at My Wealth Management, Inc. in Germantown, MD. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of My Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeffrey Wayne Yeakle work?
Jeffrey Wayne Yeakle is listed as President & Investment Advisor at My Wealth Management, Inc. on SEC Form ADV.
How much of My Wealth Management, Inc. does Jeffrey Wayne Yeakle own?
Form ADV reports a beneficial ownership band of Over 75%.
My Wealth Management, Inc.
| Title | President & Investment Advisor |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2013 |