Jeffrey Yeakle has been President & Investment Advisor of MY Wealth Management since September 2013, is a control person of the firm and directly owns 75% or more of it.
My Wealth Management, Inc. is a Germantown, MD firm with $156M under management, 115 clients and 2 advisers in one office, as of its July 2026 filing.
Jeffrey Yeakle is President & CEO of MY Wealth Management, based in Germantown, Maryland. He co-founded the firm in 2013 and focuses on guiding pre-retirees and retirees through retirement with portfolios, tax-aware withdrawal strategies and long-term planning. Yeakle has 28 years of experience in financial services and previously held positions at Prudential Securities, First Union and Sandy Spring Bank.
Jeffrey Yeakle’s longest registration is the current one, 13 years at MY Wealth Management since 2013. Before joining MY Wealth Management in 2013, Jeffrey Yeakle was registered through McGlaughlin Yeakle, Inc. and LPL Financial LLC.
- My Wealth Management, IncCurrent– present · 13 yearsGermantown, MD · Adviser representative · Firm CRD 168566
- McGlaughlin Yeakle, Inc.– · 10 yearsGaithersburg, MD · Adviser representative · Firm CRD 119532
- LPL Financial LLC– · 10 yearsGaithersburg, MD · Adviser representative · Firm CRD 6413
Professional designations
Listed by MY Wealth Management
- CFP®
- ChFC®
Investment adviser representative registrations
Jeffrey Yeakle is registered as an investment adviser representative in 2 states. The first approvals date from September 2013; the most recent is Texas, in November 2024.
- MarylandSince 6 September 2013
- TexasSince 8 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 16 August 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 7 January 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 November 1996 |
| Series 7 | General Securities Representative Examination | 18 November 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Wayne Yeakle
- CRD
- 2818198
- Firm
- MY Wealth Management · CRD 168566
- Role
- President & Investment Advisor
- Office
- 12410 MILESTONE CENTER DRIVE, SUITE 175, Germantown, MD 20876
- Registration
- Investment adviser registration
- In the industry since
- June 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- my-wealthmanagement.com
Where does Jeffrey Yeakle work?
Jeffrey Yeakle has been President & Investment Advisor of My Wealth Management, Inc. since September 2013, and is a control person of the firm.
Is Jeffrey Yeakle a financial advisor?
Yes. Jeffrey Yeakle has a current investment-adviser registration in Maryland and Texas, through MY Wealth Management since September 2013.
How many years of experience does Jeffrey Yeakle have?
Jeffrey Yeakle has 28 years in the financial industry, since June 1998, across 3 adviser firms.
What exams has Jeffrey Yeakle passed?
Jeffrey Yeakle has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in November 1996. FINRA credited Jeffrey Yeakle with the SIE, which began in October 2018.
Where is Jeffrey Yeakle based?
Jeffrey Yeakle’s registered office is in Germantown, MD.
Is Jeffrey Yeakle registered with FINRA?
No. Jeffrey Yeakle has no current broker registration.
Is Jeffrey Yeakle a CFP?
MY Wealth Management lists Jeffrey Yeakle with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Jeffrey Yeakle, ChFC®, CFP® biography, my-wealthmanagement.com
How can I verify Jeffrey Yeakle’s record?
Search CRD 2818198 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Yeakle’s full registration record.