Wealth Mangement Advisor - Vice President @ WealthSouth
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J. Yates Location
Bowling Green, KY, US
J. Yates Work
2024 -
now Wealth Mangement Advisor - Vice President @
2024 -
now Financial Advisor @
2012 -
2024 Wealth Advisor - Vice President @
2006 -
2012 Financial Advisor @
J. Yates Education
Western Kentucky University
MBA (Data Analytics)
2020
-
2022
Western Kentucky University
Financial Planning (Finance)
2000
-
2004
J. Yates Skills
Investments
Danish
Fixed Income
Military Experience
Military Operations
Commercial Lending
Leadership
Tactics
Securities
Investment Strategies
Fixed Annuities
Titoli a reddito fisso
J. Yates Summary
J. Yates, based in Bowling Green, KY, US, is currently a Wealth Mangement Advisor - Vice President at WealthSouth. J. Yates brings experience from previous roles at Raymond James, BB&T and Ameriprise Financial Services, Inc.. J. Yates holds a 2020 - 2022 MBA in Data Analytics @ Western Kentucky University. With a robust skill set that includes Investments, Danish, Fixed Income, Military Experience, Military Operations and more. J. Yates has 2 emails and 1 mobile phone numbers on RocketReach.
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