Nathaniel Jenkins Yurica
Investment adviser representative at The Institute
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
19 yearsFirm in business
Are you Nathaniel Jenkins Yurica? 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
11 years in the industry.
- The InstituteJan 2025 to now
- Institute for Wealth Management LLCMar 2019 to now
- Institute for Wealth Advisors, Inc.Feb 2017 to Mar 2019
- International Assets Advisory, LLCNov 2015 to Dec 2016
- Concert Wealth Mgt, Inc.Jul 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
The Institute
Legal name: Institute for Wealth Management LLC
$1.4BAssets managed
817Clients
13Advisers
19 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
- 6367654
- Firm CRD
- 127207