RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
J••••••• L•••• Y•••••
- Designations
- CLU, ChFCreportedyargerwealth.comas printed on the bio page, Sep 16, 2026
- Founder
- “Jon Y••••• - F•••••• | Y••••• Wealth S•••••••••”reportedyargerwealth.comthe sentence on the bio page
- Partner or owner
- “As founding partner and co-chief investment officer, Jon sets the vision and spearheads the overall business management of Y••••• Wealth S•••••••••.”reportedyargerwealth.comthe sentence on the bio page
- Professional profile
- yargerwealth.com/about-us/jon-yargerreportedyargerwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Y••••• W••••• S••••••••• L•• independent RIA currentsince Oct 1, 2020 · Westerville, Oh
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJan 2, 2009 to Oct 12, 2020 · Westerville, Oh
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedSep 10, 2007 to Jan 2, 2009 · Westerville, Oh
- N••••••••• M••••• W••••• M••••••••• C•••••• unclassifiedFeb 17, 2006 to Apr 30, 2007 · Milwaukee, Wi
- N••••••••• M••••• I••••••••• S••••••••• no RAUMFeb 1, 2006 to Feb 2, 2006 · Columbus, Oh
- N••••••••• M••••• W••••• M••••••••• C•••••• unclassifiedApr 30, 2003 to Apr 7, 2005 · Milwaukee, Wi
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to Y••••• W••••• S••••••••• L••left Oct 12, 2020, registered Oct 1, 2020 (-11 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- R•••••• J•••• F•••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jan 2, 2009, registered Jan 2, 2009 (0 days) · corporate re-registration, not a move
- N••••••••• M••••• W••••• M••••••••• C•••••• to R•••••• J•••• F•••••••• S•••••••• I•••left Apr 30, 2007, registered Sep 10, 2007 (133 days) · Other
- N••••••••• M••••• I••••••••• S••••••••• to N••••••••• M••••• W••••• M••••••••• C••••••left Feb 2, 2006, registered Feb 17, 2006 (15 days) · Other
- N••••••••• M••••• W••••• M••••••••• C•••••• to N••••••••• M••••• I••••••••• S•••••••••left Apr 7, 2005, registered Feb 1, 2006 (300 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address