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RIA / WealthAdvisor29 years in industry

JONATHAN LAIRD YARGER

Advisor at YARGER WEALTH STRATEGIES, LLC

WESTERVILLE, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 30, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: YARGER WEALTH STRATEGIES, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 23, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Apr 23, 1997
First registration: Apr 30, 2003
Dual registered: no
Other names: JON YARGER
IAPD individual key: 2141363

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
YARGER WEALTH STRATEGIES, LLC	Independent wealth	Oct 1, 2020	n/a	yes	WESTERVILLE, OH	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 2, 2009	Oct 12, 2020	no	WESTERVILLE, OH	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Sep 10, 2007	Jan 2, 2009	no	WESTERVILLE, OH	Previous registration
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY	n/a	Feb 17, 2006	Apr 30, 2007	no	MILWAUKEE, WI	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Feb 1, 2006	Feb 2, 2006	no	COLUMBUS, OH\|Upper Arlington, OH	Previous registration
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY	n/a	Apr 30, 2003	Apr 7, 2005	no	MILWAUKEE, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	YARGER WEALTH STRATEGIES, LLC	Oct 12, 2020	Oct 1, 2020	-11	Firm change	Ibd to new firm
RAYMOND JAMES FINANCIAL SERVICES, INC.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jan 2, 2009	Jan 2, 2009	0	Bulk transfer	Other
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY	RAYMOND JAMES FINANCIAL SERVICES, INC.	Apr 30, 2007	Sep 10, 2007	133	Firm change	Other
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY	Feb 2, 2006	Feb 17, 2006	15	Firm change	Other
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Apr 7, 2005	Feb 1, 2006	300	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149018:310207:OH:2020-10-12	Oct 12, 2020	Oct 1, 2020	WESTERVILLE, OH	Firm change

Relationships

Registered with (5)

→ YARGER WEALTH STRATEGIES, LLCRegistered adviserregistration: current employment
Oct 1, 2020 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jan 2, 2009 to Oct 12, 2020factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Sep 10, 2007 to Jan 2, 2009factForm ADV
→ NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANYRegistered adviserregistration: previous registration
Feb 17, 2006 to Apr 30, 2007factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Feb 1, 2006 to Feb 2, 2006factForm ADV

Dated events

No dated event names this entity yet.