Gene Yates has been Principal of Abridge Partners since November 2020, is a control person of the firm and directly owns under 5% of it.
Abridge Partners, LLC is a firm with $124M under management, 116 clients and 2 advisers across 2 offices, as of its October 2026 filing.
Gene Yates’ longest registration was 13 years at Abridge Partners, LLC (2007–2020). Before joining Abridge Partners in 2021, Gene Yates was registered through Abridge Partners, LLC and FFR Advisory, Inc.
- Abridge Partners, LLCCurrent– present · 5 yearsJackson, MS · Adviser representative · Firm CRD 145247
- Abridge Partners, LLC– · 13 yearsMadison, MS · Adviser representative · Firm CRD 145599
- FFR Advisory, Inc.– · 1 yearJackson, MS · Adviser representative · Firm CRD 139812
- FFR Advisory– · 7 yearsJackson, MS · Adviser representative · Firm CRD 108602
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 November 1995 |
| Series 24 | General Securities Principal Examination | 4 December 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 April 1982 |
| Series 7 | General Securities Representative Examination | 17 April 1982 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gene A. Yates
- CRD
- 1036736
- Firm
- Abridge Partners · CRD 145247
- Role
- Principal
- Office
- Jackson, MS
- Registration
- Investment adviser registration
- In the industry since
- February 2000
- Disciplinary history
- Not yet shown here · SEC record
Where does Gene Yates work?
Gene Yates has been Principal of Abridge Partners, LLC since November 2020, and is a control person of the firm.
Is Gene Yates a financial advisor?
Yes. Gene Yates has a current investment-adviser registration, through Abridge Partners since January 2021.
How many years of experience does Gene Yates have?
Gene Yates has 26 years in the financial industry, since February 2000, across 4 adviser firms.
What exams has Gene Yates passed?
Gene Yates has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in April 1982.
Where did Gene Yates work before Abridge Partners?
Before Abridge Partners, Gene Yates was registered through Abridge Partners, LLC (CRD 145599), December 2007 to December 2020; FFR Advisory, Inc., March 2006 to December 2007; FFR Advisory, February 2000 to July 2007.
Where is Gene Yates based?
Gene Yates’ registered office is in Jackson, MS.
Is Gene Yates registered with FINRA?
No. Gene Yates has no current broker registration.
How can I verify Gene Yates’ record?
Search CRD 1036736 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gene Yates’ full registration record.
- Gery SadzewiczChief Compliance Officer
- Michael FlanaganPrincipal