Jess Michael charles Yourkavitch
Investment adviser representative at LPL Financial LLC
4 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Jess Michael charles Yourkavitch? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
4 years in the industry.
- LPL Financial, LLCOct 2020 to now
- UnemployedAug 2020 to Oct 2020
- Cetera Investment Advisers LLCDec 2017 to Aug 2020
- Cetera Investment Services LLCDec 2017 to Aug 2020
- Riverview BankMar 2016 to Aug 2020
- LPL Financial LLCMar 2016 to Dec 2017
- Private Advisor Group, LLCMar 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (PA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5097722
- Firm CRD
- 6413