Jerald Yeager has been Chief Executive Officer of SYM Financial since May 2003, is a control person of the firm and directly owns between 5% and 10% of it. Jerald Yeager holds a Bachelor of Science in Business Systems from Taylor University and a Doctor of Jurisprudence from Indiana University School of Law.
Sym Financial Corporation is a Winona Lake, IN firm with $5.81B under management, 1,959 clients and 49 advisers across 6 offices, as of its March 2026 filing.
Jerry Yeager is Principal and a Senior Financial Advisor of SYM, based in Winona Lake, IN. Yeager joined SYM in 1997, became COO in 2002 and was promoted to CEO a year later. In 2006 he led the senior management team to a buyout of the firm’s founding shareholders.
- Sym Financial AdvisorsCurrent– present · 27 yearsWinona Lake, IN · Adviser representative · Firm CRD 107517
Investment adviser representative registrations
Jerald Yeager is registered as an investment adviser representative in Indiana, since January 1999.
- IndianaSince 11 January 1999
Examinations
No examinations are on Jerald Yeager’s record.
- Full name
- Jerald William Yeager
- CRD
- 4334951
- Firm
- SYM Financial · CRD 107517
- Role
- Chief Executive Officer
- Office
- 801 PARK AVE, Winona Lake, IN 46590
- Registration
- Investment adviser registration
- In the industry since
- January 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sym.com
Where does Jerald Yeager work?
Jerald Yeager has been Chief Executive Officer of Sym Financial Corporation since May 2003, and is a control person of the firm.
Is Jerald Yeager a financial advisor?
Yes. Jerald Yeager has a current investment-adviser registration in Indiana, through SYM Financial since January 1999.
How many years of experience does Jerald Yeager have?
Jerald Yeager has 27 years in the financial industry, since January 1999, across 1 adviser firm.
Where is Jerald Yeager based?
Jerald Yeager’s registered office is in Winona Lake, IN.
Is Jerald Yeager registered with FINRA?
No. Jerald Yeager has no current broker registration.
How can I verify Jerald Yeager’s record?
Search CRD 4334951 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jerald Yeager’s full registration record.
