Jeffrey B Yamada
Investment adviser representative at Mcs Family Wealth Advisors
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$162.6MFirm assets
Are you Jeffrey B Yamada? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Mcs Family Wealth AdvisorsFeb 2024 to now
- Mcs Financial AdvisorsSep 2004 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (OR).
Mcs Family Wealth Advisors
Legal name: Mcs Financial Advisors LLC
$162.6MAssets managed
65Clients
2Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4348036
- Firm CRD
- 106327