Profil
Mr. Jerald W.
Yeager is Chief Executive Officer & Senior Financial Advisor at SYM Financial Corp.
In 1997, he joined SYM In 2002, he became Chief Operating Officer and was promoted to Chief Executive Officer a year later by SYM’s outside Board of Directors.
Driven by SYM’s foundational belief that financial needs are served best by a private, employee-owned firm focused on its clients, employees and the communities it serves, he led the senior management team to a successful buyout of the firm’s founding shareholders in 2006.
Mr. Yeager was previously employed as a Principal by Charles Schwab & Co., Inc.
Mr. Yeager earned a Bachelor of Science degree in business systems from Taylor University and a Doctor of Jurisprudence from Indiana University School of Law.
Postes actifs de Jerry Yeager
| Sociétés | Poste | Début |
|---|---|---|
SYM Financial Corp.
 SYM Financial Corp. Investment ManagersFinance SYM Financial Corp. (dba SYM Financial Advisors) is an independent, SEC-registered investment advisor headquartered in Winona Lake, Indiana. Founded in 1968, the firm provides advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities. | Directeur Général | 01/01/2003 |
Anciens postes connus de Jerry Yeager
| Sociétés | Poste | Fin |
|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Formation de Jerry Yeager
| Taylor University | Undergraduate Degree |
| Indiana University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
SYM Financial Corp.
SYM Financial Corp. Investment ManagersFinance SYM Financial Corp. (dba SYM Financial Advisors) is an independent, SEC-registered investment advisor headquartered in Winona Lake, Indiana. Founded in 1968, the firm provides advisory services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |