Aubrey Joelle Klearman
Investment adviser representative at Yeske Buie Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Yeske Buie Inc.Jun 2023 to now
- Mercer AdvisorsOct 2022 to May 2023
- Rmb CapitalJun 2022 to Aug 2022
- SaltMay 2021 to Oct 2021
- University of Colorado BoulderAug 2019 to May 2023
- Jo's Famous PizzaMar 2017 to Aug 2019
- UnemployedOct 2015 to Feb 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Yeske Buie Inc.
$1.1BAssets managed
469Clients
11Advisers
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
- 8176941
- Firm CRD
- 143234