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RIA / WealthAdvisorCertified Financial Planner23 years in industry

JEFFREY YOAKUM

Advisor at YOAKUM WEALTH MANAGEMENT

SOUTH SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:fcb34620-2971-878a-02c7-9b40efe50e79

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 9, 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: YOAKUM WEALTH MANAGEMENT
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 9, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Dec 9, 2013
First registration: Sep 9, 2003
Dual registered: no
Other names: JEFF YOAKUM
IAPD individual key: 2345102

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
YOAKUM WEALTH MANAGEMENT	State registered	Apr 28, 2025	n/a	yes	SOUTH SAN FRANCISCO, CA	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 31, 2013	Apr 3, 2020	no	CAMPBELL, CA\|EAST PALO ALTO, CA	Previous registration
ABUNDA FINANCIAL, LLC	Former SEC adviser	Sep 13, 2012	Dec 11, 2015	no	PALO ALTO, CA	Previous registration
SILICON VALLEY WEALTH ADVISORS, LLC	Former SEC adviser	Dec 1, 2011	Sep 26, 2012	no	CAMPBELL, CA	Previous registration
NORTHERN TRUST SECURITIES, INC	Bd affiliated wealth	Sep 9, 2003	Feb 3, 2006	no	LOS ALTOS, CA	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
LPL FINANCIAL LLC	YOAKUM WEALTH MANAGEMENT	Apr 3, 2020	Apr 28, 2025	1,851	Firm change after gap	Ibd to state RIA
ABUNDA FINANCIAL, LLC	LPL FINANCIAL LLC	Dec 11, 2015	Oct 31, 2013	-771	Firm change after gap	Other
SILICON VALLEY WEALTH ADVISORS, LLC	ABUNDA FINANCIAL, LLC	Sep 26, 2012	Sep 13, 2012	-13	Firm change	Other
NORTHERN TRUST SECURITIES, INC	SILICON VALLEY WEALTH ADVISORS, LLC	Feb 3, 2006	Dec 1, 2011	2,127	Firm change after gap	Other

Relationships

Registered with (5)

→ YOAKUM WEALTH MANAGEMENTRegistered adviserregistration: current employment
Apr 28, 2025 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 31, 2013 to Apr 3, 2020factForm ADV
→ ABUNDA FINANCIAL, LLCRegistered adviserregistration: previous registration
Sep 13, 2012 to Dec 11, 2015factForm ADV
→ SILICON VALLEY WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 1, 2011 to Sep 26, 2012factForm ADV
→ NORTHERN TRUST SECURITIES, INCRegistered adviserregistration: previous registration
Sep 9, 2003 to Feb 3, 2006factForm ADV

Dated events

No dated event names this entity yet.