Jordan M Yeater
Investment adviser representative at Ira Group, Inc.
11 yearsExperience
1 stateRegistered in
$15.4BFirm assets
17 yearsFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Ira Group, Inc.Jul 2025 to now
- Morgan StanleyJun 2023 to now
- Children's Healthcare of AtlantaJun 2022 to May 2023
- Georgia College and State UniversityJun 2019 to May 2023
- 850*f BarpizzaJun 2017 to Sep 2017
- Milton High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (GA).
Ira Group, Inc.
Legal name: Investment Research & Advisory Group, Inc.
$15.4BAssets managed
302Clients
17Advisers
17 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
- 7752016
- Firm CRD
- 126246