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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.

TitlePresident & Investment Advisor
OwnershipOver 75%
Control personYes
Since2013
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