Jonathan Paul Yeager
Investment adviser representative at Marathon Financial Group
12 yearsExperience
1 stateRegistered in
$307.8MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Marathon Financial GroupSep 2025 to now
- Marathon Wealth Advisors, LLCSep 2025 to now
- Newedge Advisors, LLC.Jan 2024 to Sep 2025
- Newedge Secuities Inc.Jan 2024 to Sep 2025
- Private Client ServicesSep 2018 to Jan 2024
- Rfg Advisory, LLCSep 2018 to Jan 2024
- AXA Advisors LLCAug 2014 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (AL).
Marathon Financial Group
Legal name: Marathon Wealth Advisors, LLC
$307.8MAssets managed
118Clients
4Advisers
1 yearIn 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
- 5083040
- Firm CRD
- 338006